Wisdomtree US Multifactor FuUSMFETF
13F holders, Q1 2025 (March 31)65holders +2
10new positions
7sold out
1famous investor
$49.59avg. 13F price*
At the end of Q1 2025, 65 institutions reported holding Wisdomtree US Multifactor Fu (USMF) in their 13F filings, up 2 from Q4 2024. 10 opened new positions and 7 sold out. The largest holders were HighTower Advisors, LLC ($65.1M), Lido Advisors, LLC ($40.9M) and Great Valley Advisor Group, Inc. ($24.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US Multifactor Fu
- CUSIP
- 97717Y857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $31.5M |
| Exits | 7 | $4.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,168,640 shares bought and 2,201,004 shares sold, net −1,032,364 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| HighTower Advisors, LLC | 0.09% | Add +1.8% | 1,311,921 | $65.1M |
| Lido Advisors, LLC | 0.24% | Reduce -64.7% | 825,202 | $40.9M |
| Great Valley Advisor Group, Inc. | 0.52% | Add +7.0% | 490,480 | $24.3M |
| LPL Financial LLC | 0.01% | Add +70.9% | 419,864 | $20.8M |
| Raymond James Financial Inc. | 0.01% | Add +21.6% | 416,931 | $20.7M |
| Bluespring Wealth Management, LLC | 1.94% | New | 384,294 | $19.1M |
| Team Financial Group, LLC | 10.76% | Reduce -0.9% | 375,774 | $18.6M |
| Archer Investment Management, LLC | 6.86% | Reduce -27.6% | 199,906 | $9.9M |
| Wells Fargo & Company | 0.00% | Add +43.9% | 189,215 | $9.4M |
| WJ Wealth Management, LLC | 3.16% | New | 180,073 | $8.9M |
| Columbia Advisory Partners LLC | 6.05% | Reduce -10.1% | 140,589 | $7.0M |
| Insight Advisors, LLC/ PA | 0.83% | Reduce -34.4% | 95,536 | $4.7M |
| Atria Investments, Inc | 0.06% | Add +2.9% | 89,175 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +96.6% | 88,093 | $4.4M |
| Defined Financial Planning LLC | 4.33% | Add +3.8% | 85,689 | $4.3M |
| Morgan Stanley | 0.00% | Add +3.1% | 85,053 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +71.6% | 64,192 | $3.2M |
| Financial Enhancement Group LLC | 0.40% | Add +35.5% | 54,871 | $2.6M |
| Cetera Investment Advisers | 0.00% | Reduce -61.0% | 46,855 | $2.3M |
| Allworth Financial LP | 0.01% | Add +0.8% | 44,731 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +646.7% | 42,508 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -6.7% | 37,987 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +126.1% | 33,984 | $1.7M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -4.9% | 30,438 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.1% | 29,120 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 23,215 | $1.2M |
| Beacon Financial Advisory LLC | 0.32% | Add +70.3% | 21,183 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 20,567 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.1% | 18,954 | $940K |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.8% | 17,564 | $872K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -18.4% | 15,315 | $760K |
| Axxcess Wealth Management, LLC | 0.02% | No change | 15,272 | $758K |
| Modern Wealth Management, LLC | 0.02% | New | 14,705 | $730K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +45.6% | 14,326 | $711K |
| Bison Wealth, LLC | 0.07% | Reduce -63.0% | 14,136 | $701K |
| BIP Wealth, LLC | 0.04% | Reduce -19.5% | 12,943 | $642K |
| Avantax Advisory Services, Inc. | 0.00% | Add +67.0% | 12,229 | $607K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -47.1% | 11,681 | $580K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -21.8% | 11,515 | $571K |
| Arkadios Wealth Advisors | 0.02% | New | 11,024 | $547K |
| 1832 Asset Management L.P. | 0.00% | No change | 10,550 | $523K |
| Private Advisor Group, LLC | 0.00% | Reduce -91.2% | 10,191 | $506K |
| Quartz Partners, LLC | 0.29% | Reduce -24.8% | 9,547 | $474K |
| ORG Partners LLC | 0.10% | Add +135.9% | 8,193 | $408K |
| Drive Wealth Management, LLC | 0.09% | Reduce -23.6% | 7,317 | $363K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -93.2% | 7,199 | $357K |
| CoreCap Advisors, LLC | 0.01% | Reduce -13.4% | 6,310 | $313K |
| Citadel Advisors | 0.00% | Reduce -79.5% | 4,833 | $240K |
| Lanark Financial, Inc. | 0.02% | — | 4,763 | $236K |
| RMR Wealth Builders | 0.02% | Reduce -4.1% | 4,432 | $220K |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 2,045 | $101K |
| Creative Financial Designs Inc. | 0.01% | Reduce -29.7% | 1,939 | $96K |
| REAP Financial Group, LLC | 0.02% | Reduce -79.7% | 1,888 | $94K |
| Royal Bank of Canada | 0.00% | No change | 1,248 | $62K |
| Hughes Financial Services, LLC | 0.01% | New | 996 | $50K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -98.8% | 870 | $43K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -48.1% | 722 | $36K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 465 | $23K |
| PSI Advisors, LLC | 0.01% | New | 372 | $18K |
| IFP Advisors, Inc | 0.00% | New | 178 | $9K |
| Transce3nd, LLC | 0.00% | No change | 154 | $8K |
| FMR LLC | 0.00% | New | 122 | $6K |
| NewEdge Advisors, LLC | 0.00% | No change | 75 | $4K |
| Covestor Ltd | 0.00% | Reduce -73.4% | 62 | $3K |
| AE Wealth Management LLC | 0.00% | No change | 12 | $595 |
"% of holder's portfolio" is USMF's weight in each manager's 13F, not the share of Wisdomtree US Multifactor Fu the manager owns.