Wisdomtree US Multifactor FuUSMFETF
13F holders, Q3 2025 (September 30)66holders −3
8new positions
10sold out
1famous investor
$52.26avg. 13F price*
At the end of Q3 2025, 66 institutions reported holding Wisdomtree US Multifactor Fu (USMF) in their 13F filings, down 3 from Q2 2025. 8 opened new positions and 10 sold out. The largest holders were HighTower Advisors, LLC ($69.9M), Lido Advisors, LLC ($40.0M) and Great Valley Advisor Group, Inc. ($29.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.3M |
| Exits | 10 | $21.3M |
All 13F filers, Q2 2025 → Q3 2025: 241,627 shares bought and 750,538 shares sold, net −508,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| HighTower Advisors, LLC | 0.08% | Add +1.3% | 1,336,688 | $69.9M |
| Lido Advisors, LLC | 0.17% | Reduce -3.5% | 765,052 | $40.0M |
| Great Valley Advisor Group, Inc. | 0.59% | Add +5.9% | 562,690 | $29.4M |
| Bluespring Wealth Management, LLC | 2.00% | Add +4.3% | 439,745 | $23.0M |
| Team Financial Group, LLC | 9.82% | Add +1.8% | 405,537 | $21.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -14.9% | 360,613 | $18.8M |
| LPL Financial LLC | 0.00% | Reduce -34.5% | 246,450 | $12.9M |
| Wells Fargo & Company | 0.00% | Add +5.8% | 209,400 | $10.9M |
| Archer Investment Management, LLC | 5.24% | Add +8.8% | 163,353 | $8.5M |
| Columbia Advisory Partners LLC | 5.80% | Reduce -0.6% | 160,572 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.5% | 111,938 | $5.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.0% | 98,416 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +71.3% | 95,601 | $5.0M |
| Atria Investments, Inc | 0.05% | Reduce -25.1% | 82,601 | $4.3M |
| Morgan Stanley | 0.00% | Add +1.7% | 82,306 | $4.3M |
| Defined Financial Planning LLC | 3.46% | Reduce -23.8% | 80,252 | $4.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.4% | 78,093 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -11.0% | 69,846 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.7% | 68,244 | $3.6M |
| Financial Enhancement Group LLC | 0.39% | Add +5.5% | 56,210 | $2.9M |
| Allworth Financial LP | 0.01% | Reduce -4.8% | 41,660 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +2.1% | 37,656 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -9.1% | 34,268 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.7% | 32,989 | $1.7M |
| Two Sigma Investments, LP | 0.00% | New | 29,800 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +4.0% | 29,224 | $1.5M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -1.6% | 28,304 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +9.6% | 20,851 | $1.1M |
| United Advisor Group, LLC | 0.13% | New | 19,046 | $996K |
| Beacon Financial Advisory LLC | 0.21% | Reduce -6.1% | 17,095 | $894K |
| Summit Financial, LLC | 0.01% | New | 17,038 | $891K |
| Axxcess Wealth Management, LLC | 0.02% | No change | 15,272 | $798K |
| Citadel Advisors | 0.00% | Reduce -35.3% | 14,965 | $782K |
| Modern Wealth Management, LLC | 0.01% | Add +0.3% | 14,058 | $735K |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.9% | 13,400 | $700K |
| Cwm, LLC | 0.00% | Reduce -61.1% | 11,918 | $623K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.6% | 11,157 | $583K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.5% | 10,940 | $572K |
| Arkadios Wealth Advisors | 0.01% | Reduce -1.2% | 10,923 | $571K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.3% | 10,465 | $542K |
| Quartz Partners, LLC | 0.18% | Reduce -0.7% | 9,274 | $485K |
| Centaurus Financial, Inc. | 0.02% | Add +0.3% | 8,702 | $455K |
| ORG Partners LLC | 0.07% | Reduce -5.5% | 7,499 | $387K |
| BIP Wealth, LLC | 0.02% | Reduce -14.4% | 6,775 | $354K |
| Old Mission Capital LLC | 0.01% | New | 6,501 | $340K |
| CoreCap Advisors, LLC | 0.01% | Reduce -4.0% | 5,758 | $301K |
| World Equity Group, Inc. | 0.06% | Add +1.9% | 5,470 | $286K |
| Mutual Advisors, LLC | 0.01% | Reduce -6.0% | 5,496 | $283K |
| Soltis Investment Advisors LLC | 0.02% | New | 5,295 | $277K |
| Lanark Financial, Inc. | 0.02% | Reduce -0.4% | 4,793 | $251K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 4,428 | $231K |
| RMR Wealth Builders | 0.02% | Reduce -1.5% | 4,352 | $227K |
| FMA Wealth Management, LLC | 0.14% | New | 4,010 | $210K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,778 | $93K |
| Kilter Group LLC | 0.04% | Add +1.2% | 1,738 | $91K |
| REAP Financial Group, LLC | 0.02% | Reduce -17.1% | 1,443 | $75K |
| Royal Bank of Canada | 0.00% | No change | 1,085 | $56K |
| Hughes Financial Services, LLC | 0.01% | No change | 996 | $51K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -38.3% | 515 | $27K |
| AE Wealth Management LLC | 0.00% | No change | 495 | $26K |
| UBS Group AG | 0.00% | New | 300 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 233 | $12K |
| FMR LLC | 0.00% | Add +2.5% | 125 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -6.1% | 92 | $5K |
| Covestor Ltd | 0.00% | Add +1.6% | 63 | $3K |
| Sunbelt Securities, Inc. | 0.00% | New | 42 | $2K |
"% of holder's portfolio" is USMF's weight in each manager's 13F, not the share of Wisdomtree US Multifactor Fu the manager owns.