Wisdomtree US Multifactor FuUSMFETF
13F holders, Q2 2025 (June 30)69holders +4
9new positions
5sold out
1famous investor
$51.23avg. 13F price*
At the end of Q2 2025, 69 institutions reported holding Wisdomtree US Multifactor Fu (USMF) in their 13F filings, up 4 from Q1 2025. 9 opened new positions and 5 sold out. The largest holders were HighTower Advisors, LLC ($67.7M), Lido Advisors, LLC ($40.7M) and Great Valley Advisor Group, Inc. ($27.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $15.9M |
| Exits | 5 | $7.5M |
All 13F filers, Q1 2025 → Q2 2025: 819,793 shares bought and 380,711 shares sold, net +439,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| HighTower Advisors, LLC | 0.08% | Add +0.6% | 1,319,821 | $67.7M |
| Lido Advisors, LLC | 0.22% | Reduce -3.9% | 793,086 | $40.7M |
| Great Valley Advisor Group, Inc. | 0.60% | Add +8.3% | 531,185 | $27.2M |
| Raymond James Financial Inc. | 0.01% | Add +1.6% | 423,772 | $21.7M |
| Bluespring Wealth Management, LLC | 2.06% | Add +9.8% | 421,751 | $21.6M |
| Team Financial Group, LLC | 10.04% | Add +6.0% | 398,432 | $20.4M |
| LPL Financial LLC | 0.01% | Reduce -10.4% | 376,170 | $19.3M |
| Systelligence, LLC | 2.18% | New | 229,503 | $11.8M |
| Wells Fargo & Company | 0.00% | Add +4.6% | 197,931 | $10.1M |
| Columbia Advisory Partners LLC | 6.27% | Add +14.9% | 161,567 | $8.3M |
| Archer Investment Management, LLC | 5.59% | Reduce -24.9% | 150,176 | $7.7M |
| Atria Investments, Inc | 0.07% | Add +23.6% | 110,206 | $5.6M |
| WJ Wealth Management, LLC | 1.76% | Reduce -39.5% | 108,945 | $5.6M |
| Defined Financial Planning LLC | 4.69% | Add +22.9% | 105,302 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +16.0% | 102,226 | $5.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +573.6% | 96,506 | $4.9M |
| NewEdge Advisors, LLC | 0.02% | Add +108865.3% | 81,724 | $4.2M |
| Morgan Stanley | 0.00% | Reduce -4.8% | 80,966 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Add +670.2% | 78,493 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +12.7% | 72,342 | $3.7M |
| Cetera Investment Advisers | 0.00% | Add +19.1% | 55,815 | $2.9M |
| Financial Enhancement Group LLC | 0.38% | Reduce -2.9% | 53,257 | $2.7M |
| Allworth Financial LP | 0.01% | Reduce -2.2% | 43,755 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.5% | 38,224 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -0.8% | 37,681 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +96.8% | 37,301 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -13.3% | 36,870 | $1.9M |
| Cwm, LLC | 0.01% | New | 30,626 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +144.3% | 29,870 | $1.5M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -5.5% | 28,758 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -3.5% | 28,087 | $1.4M |
| Citadel Advisors | 0.00% | Add +378.4% | 23,119 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +8.3% | 19,018 | $975K |
| Beacon Financial Advisory LLC | 0.24% | Reduce -14.1% | 18,203 | $933K |
| Axxcess Wealth Management, LLC | 0.02% | No change | 15,272 | $783K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -1.3% | 15,115 | $775K |
| Modern Wealth Management, LLC | 0.02% | Reduce -4.7% | 14,016 | $718K |
| IHT Wealth Management, LLC | 0.02% | New | 13,666 | $700K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.2% | 11,540 | $596K |
| Bison Wealth, LLC | 0.05% | Reduce -20.0% | 11,304 | $579K |
| Arkadios Wealth Advisors | 0.02% | Add +0.3% | 11,060 | $567K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.1% | 10,272 | $527K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,997 | $512K |
| Quartz Partners, LLC | 0.22% | Reduce -2.1% | 9,343 | $479K |
| Centaurus Financial, Inc. | 0.03% | New | 8,675 | $445K |
| ORG Partners LLC | 0.09% | Reduce -3.1% | 7,935 | $409K |
| BIP Wealth, LLC | 0.03% | Reduce -38.9% | 7,914 | $406K |
| Drive Wealth Management, LLC | 0.08% | Add +0.2% | 7,332 | $376K |
| CoreCap Advisors, LLC | 0.01% | Reduce -4.9% | 6,000 | $308K |
| Mutual Advisors, LLC | 0.01% | New | 5,848 | $300K |
| World Equity Group, Inc. | 0.08% | New | 5,370 | $275K |
| Lanark Financial, Inc. | 0.02% | Add +1.1% | 4,813 | $246K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -36.9% | 4,540 | $233K |
| RMR Wealth Builders | 0.02% | Reduce -0.3% | 4,417 | $226K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 4,428 | $226K |
| Creative Financial Designs Inc. | 0.01% | Reduce -8.3% | 1,778 | $91K |
| REAP Financial Group, LLC | 0.02% | Reduce -7.8% | 1,740 | $89K |
| Kilter Group LLC | 0.05% | New | 1,718 | $88K |
| Bank of America Corp. | 0.00% | Reduce -19.9% | 1,637 | $84K |
| Royal Bank of Canada | 0.00% | Reduce -13.1% | 1,085 | $55K |
| Hughes Financial Services, LLC | 0.01% | No change | 996 | $51K |
| Geneos Wealth Management Inc. | 0.00% | Add +15.5% | 834 | $43K |
| AE Wealth Management LLC | 0.00% | Add +4025.0% | 495 | $25K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -49.9% | 233 | $12K |
| IFP Advisors, Inc | 0.00% | No change | 178 | $9K |
| Transce3nd, LLC | 0.00% | No change | 154 | $8K |
| FMR LLC | 0.00% | No change | 122 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -88.7% | 98 | $5K |
| Covestor Ltd | 0.00% | No change | 62 | $3K |
"% of holder's portfolio" is USMF's weight in each manager's 13F, not the share of Wisdomtree US Multifactor Fu the manager owns.