Wisdomtree US Multifactor FuUSMFETF
13F holders, Q4 2025 (December 31)73holders +7
7new positions
4sold out
$51.39avg. 13F price*
At the end of Q4 2025, 73 institutions reported holding Wisdomtree US Multifactor Fu (USMF) in their 13F filings, up 7 from Q3 2025. 7 opened new positions and 4 sold out. The largest holders were HighTower Advisors, LLC ($69.3M), Lido Advisors, LLC ($39.9M) and Great Valley Advisor Group, Inc. ($30.3M).
- Company
- Wisdomtree US Multifactor Fu
- CUSIP
- 97717Y857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $9.6M |
| Exits | 4 | $1.5M |
All 13F filers, Q3 2025 → Q4 2025: 313,113 shares bought and 435,506 shares sold, net −122,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| HighTower Advisors, LLC | 0.08% | Add +1.1% | 1,351,735 | $69.3M |
| Lido Advisors, LLC | 0.16% | Reduce -0.2% | 763,591 | $39.9M |
| Great Valley Advisor Group, Inc. | 0.58% | Add +4.9% | 590,319 | $30.3M |
| Bluespring Wealth Management, LLC | 1.94% | Reduce -0.1% | 439,208 | $22.5M |
| Team Financial Group, LLC | 9.68% | Add +2.6% | 416,147 | $21.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -11.6% | 318,803 | $16.3M |
| LPL Financial LLC | 0.00% | Add +7.7% | 265,377 | $13.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 207,982 | $10.7M |
| Columbia Advisory Partners LLC | 4.48% | Reduce -20.1% | 128,345 | $6.6M |
| Cetera Investment Advisers | 0.01% | Add +12.6% | 107,643 | $5.5M |
| Archer Investment Management, LLC | 2.79% | Reduce -38.0% | 101,325 | $5.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.6% | 89,980 | $4.6M |
| Evolve Private Wealth, LLC | 0.24% | — | 79,306 | $4.1M |
| Atria Investments, Inc | 0.04% | Reduce -7.2% | 76,678 | $3.9M |
| Keating Financial Advisory Services, Inc. | 0.53% | — | 75,929 | $3.9M |
| Mariner, LLC | 0.00% | New | 72,296 | $3.7M |
| Merit Financial Group, LLC | 0.03% | New | 71,754 | $3.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.3% | 70,808 | $3.6M |
| Financial Enhancement Group LLC | 0.37% | Reduce -2.3% | 54,906 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -31.5% | 47,837 | $2.5M |
| Allworth Financial LP | 0.01% | Reduce -3.8% | 40,086 | $2.1M |
| Morgan Stanley | 0.00% | Reduce -53.2% | 38,536 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Add +20.5% | 35,900 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -7.9% | 34,665 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -4.3% | 32,797 | $1.7M |
| Cwm, LLC | 0.00% | Add +161.3% | 31,147 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -56.4% | 29,755 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +1.2% | 29,569 | $1.5M |
| WCG Wealth Advisors LLC | 0.04% | Reduce -3.2% | 27,387 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +29.6% | 27,024 | $1.4M |
| United Advisor Group, LLC | 0.18% | Add +41.5% | 26,948 | $1.4M |
| WealthPoint Financial, LLC | 0.84% | — | 18,810 | $964K |
| Susquehanna International Group, LLP | 0.00% | New | 18,228 | $934K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -86.0% | 15,643 | $802K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 15,272 | $783K |
| Beacon Financial Advisory LLC | 0.18% | Reduce -11.0% | 15,207 | $780K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -56.4% | 14,376 | $737K |
| Modern Wealth Management, LLC | 0.01% | Add +0.3% | 14,093 | $722K |
| IHT Wealth Management, LLC | 0.02% | Add +3.4% | 13,852 | $710K |
| Summit Financial, LLC | 0.01% | Reduce -27.2% | 12,403 | $636K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.2% | 11,941 | $612K |
| &partners | 0.00% | New | 10,774 | $552K |
| Arkadios Wealth Advisors | 0.01% | Reduce -4.0% | 10,488 | $538K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.6% | 9,247 | $479K |
| Quartz Partners, LLC | 0.18% | Add +0.2% | 9,290 | $476K |
| TopTier Wealth Management, LLC | 0.32% | — | 9,080 | $465K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -32.1% | 7,575 | $388K |
| Centaurus Financial, Inc. | 0.02% | Reduce -24.6% | 6,557 | $336K |
| World Equity Group, Inc. | 0.08% | Add +7.3% | 5,870 | $301K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.2% | 5,377 | $276K |
| CoreCap Advisors, LLC | 0.01% | Reduce -7.0% | 5,357 | $275K |
| BIP Wealth, LLC | 0.01% | Reduce -23.6% | 5,176 | $265K |
| Jane Street Group, LLC | 0.00% | New | 4,875 | $250K |
| Bison Wealth, LLC | 0.03% | New | 4,709 | $233K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -15.9% | 4,455 | $228K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +0.7% | 4,457 | $228K |
| RMR Wealth Builders | 0.02% | Add +0.3% | 4,367 | $224K |
| Lanark Financial, Inc. | 0.02% | Reduce -9.3% | 4,346 | $223K |
| FMA Wealth Management, LLC | 0.14% | Add +6.8% | 4,284 | $220K |
| Swmg, LLC | 0.06% | New | 3,933 | $203K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.4% | 1,754 | $90K |
| Kilter Group LLC | 0.04% | No change | 1,738 | $89K |
| REAP Financial Group, LLC | 0.01% | Reduce -5.3% | 1,367 | $70K |
| Royal Bank of Canada | 0.00% | No change | 1,085 | $55K |
| Hughes Financial Services, LLC | 0.01% | No change | 996 | $51K |
| AE Wealth Management LLC | 0.00% | No change | 495 | $25K |
| FMR LLC | 0.00% | Add +254.4% | 443 | $23K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -53.2% | 241 | $12K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 233 | $12K |
| Smartleaf Asset Management LLC | 0.00% | No change | 92 | $5K |
| Covestor Ltd | 0.00% | No change | 63 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 42 | $2K |
| SHP Wealth Management | 0.00% | — | 31 | $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.