USMF Institutional Ownership
WisdomTree U.S. Multifactor Fund
1W: +0.6%
1M: +0.5%
3M: -0.9%
YTD: +3.5%
1Y: +1.6%
3Y: +41.8%
5Y: +40.6%
$52.87
+0.47 (+0.90%)
Weekly Expected Move ±1.3%
$51
$52
$53
$54
$54
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — USMF
81
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
209M
Total Invested
7
New Positions
19
Increased
47
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (87 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1,366,387 | $72M | +3,256 | +0.2% | 22Q | SEC ↗ |
| 2 | Bluespring Wealth Management, LLC | 594,894 | $31M | +142,861 | +31.6% | 6Q | SEC ↗ |
| 3 | Team Financial Group, LLC | 285,798 | $15M | -80,511 | -22.0% | 12Q | SEC ↗ |
| 4 | LPL Financial LLC | 198,528 | $10M | -27,647 | -12.2% | 26Q | SEC ↗ |
| 5 | WALLED LAKE PLANNING & WEALTH MANAGEME | 192,415 | $10M | -165,695 | -46.3% | 2Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 139,075 | $7M | -21,727 | -13.5% | 23Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 100,409 | $5M | -3,323 | -3.2% | 10Q | SEC ↗ |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | 92,605 | $5M | -545,113 | -85.5% | 18Q | SEC ↗ |
| 9 | EVOLVE PRIVATE WEALTH, LLC | 82,649 | $4M | +3,122 | +3.9% | 3Q | SEC ↗ |
| 10 | NewEdge Advisors, LLC | 60,076 | $3M | -2,172 | -3.5% | 15Q | SEC ↗ |
| 11 | MORGAN STANLEY | 47,669 | $3M | -1,926 | -3.9% | 25Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 42,404 | $2M | -4,209 | -9.0% | 7Q | SEC ↗ |
| 13 | Allworth Financial LP | 37,215 | $2M | -559 | -1.5% | 16Q | SEC ↗ |
| 14 | Private Advisor Group, LLC | 34,736 | $2M | -2,542 | -6.8% | 23Q | SEC ↗ |
| 15 | Stratos Wealth Partners, LTD. | 32,290 | $2M | -6 | -0.0% | 15Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 30,885 | $2M | +18,472 | +148.8% | 2Q | SEC ↗ |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 28,500 | $2M | -1,931 | -6.3% | 16Q | SEC ↗ |
| 18 | Integrated Wealth Concepts LLC | 26,377 | $1M | -9,177 | -25.8% | 2Q | SEC ↗ |
| 19 | TWO SIGMA INVESTMENTS, LP | 25,904 | $1M | +19,604 | +311.2% | 4Q | SEC ↗ |
| 20 | Archer Investment Management, LLC | 24,356 | $1M | -2,011 | -7.6% | 7Q | SEC ↗ |
| 21 | WCG Wealth Advisors LLC | 22,109 | $1M | -4,616 | -17.3% | 12Q | SEC ↗ |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,774 | $1M | -16,363 | -42.9% | 3Q | SEC ↗ |
| 23 | Merit Financial Group, LLC | 21,404 | $1M | -44,331 | -67.4% | 3Q | SEC ↗ |
| 24 | JPMORGAN CHASE & CO | 20,630 | $1M | -8,149 | -28.3% | 15Q | SEC ↗ |
| 25 | IHT Wealth Management, LLC | 17,530 | $927K | +2,996 | +20.6% | 5Q | SEC ↗ |
| 26 | WealthPoint Financial, LLC | 16,724 | $884K | -3,542 | -17.5% | 3Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 16,594 | $877K | +4,679 | +39.3% | 32Q | SEC ↗ |
| 28 | CWM, LLC | 15,658 | $828K | -15,489 | -49.7% | 4Q | SEC ↗ |
| 29 | Summit Financial, LLC | 15,542 | $822K | -879 | -5.4% | 4Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 15,272 | $807K | -5,915 | -27.9% | 26Q | SEC ↗ |
| 31 | AXXCESS WEALTH MANAGEMENT, LLC | 15,272 | $807K | — | +0.0% | 19Q | SEC ↗ |
| 32 | Kestra Advisory Services, LLC | 14,223 | $752K | +883 | +6.6% | 5Q | SEC ↗ |
| 33 | Modern Wealth Management, LLC | 14,191 | $750K | +47 | +0.3% | 6Q | SEC ↗ |
| 34 | United Advisor Group, LLC | 13,863 | $733K | -1,146 | -7.6% | 4Q | SEC ↗ |
| 35 | Beacon Financial Advisory LLC | 13,798 | $730K | -329 | -2.3% | 9Q | SEC ↗ |
| 36 | Cambridge Investment Research Advisors | 11,429 | $604K | -2,209 | -16.2% | 23Q | SEC ↗ |
| 37 | Keating Financial Advisory Services, I | 10,941 | $578K | -25,374 | -69.9% | 3Q | SEC ↗ |
| 38 | COLUMBIA ADVISORY PARTNERS LLC | 10,868 | $575K | -366 | -3.3% | 7Q | SEC ↗ |
| 39 | Quantinno Capital Management LP NEW | 8,911 | $471K | — | +0.0% | 1Q | SEC ↗ |
| 40 | TopTier Wealth Management, LLC | 8,872 | $469K | +4 | +0.0% | 3Q | SEC ↗ |
| 41 | UBS AM, a distinct business unit of UB | 8,686 | $459K | — | +0.0% | 2Q | SEC ↗ |
| 42 | CITADEL ADVISORS LLC | 8,461 | $447K | -14,742 | -63.5% | 2Q | SEC ↗ |
| 43 | &PARTNERS | 7,919 | $419K | -4,112 | -34.2% | 3Q | SEC ↗ |
| 44 | JANE STREET GROUP, LLC | 7,488 | $396K | +1,045 | +16.2% | 3Q | SEC ↗ |
| 45 | COMMONWEALTH EQUITY SERVICES, LLC | 7,205 | $381K | -712 | -9.0% | 8Q | SEC ↗ |
| 46 | WORLD EQUITY GROUP, INC. | 6,170 | $326K | +75 | +1.2% | 5Q | SEC ↗ |
| 47 | Financial Enhancement Group LLC | 5,807 | $307K | +55 | +1.0% | 35Q | SEC ↗ |
| 48 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 5,120 | $271K | +11 | +0.2% | 9Q | SEC ↗ |
| 49 | KESTRA PRIVATE WEALTH SERVICES, LLC | 5,084 | $269K | -24,236 | -82.7% | 8Q | SEC ↗ |
| 50 | Lido Advisors, LLC | 5,048 | $267K | -668,597 | -99.3% | 7Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Quantinno Capital Management LP | 8,911 | $471K |
| RMR Wealth Builders | 3,704 | $196K |
| MERCER GLOBAL ADVISORS INC /ADV | 690 | $36K |
| Institute for Wealth Management, LL | 671 | $35K |
| Regatta Research & Money Management | 196 | $10K |
| UBS Group AG | 173 | $9K |
| Planning Strategies Inc. | 97 | $5K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Atria Investments, Inc | 76,698 | $4M |
| Mariner, LLC | 72,360 | $4M |
| Quartz Partners, LLC | 6,175 | $326K |
| Soltis Investment Advisors LLC | 4,455 | $236K |
| THOROUGHBRED FINANCIAL SERVICES, LL | 4,412 | $233K |
| FMA Wealth Management, LLC | 4,284 | $226K |
| SWMG, LLC | 3,933 | $208K |
| Kilter Group LLC | 1,738 | $92K |
| REAP Financial Group, LLC | 983 | $52K |
| Covestor Ltd | 130 | $7K |
| Sunbelt Securities, Inc. | 42 | $2K |
| Western Wealth Management, LLC | 5 | $0K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Bluespring Wealth Management, LLC | +142,861 | +31.6% | 594,894 |
| TWO SIGMA INVESTMENTS, LP | +19,604 | +311.2% | 25,904 |
| GOLDMAN SACHS GROUP INC | +18,472 | +148.8% | 30,885 |
| ENVESTNET ASSET MANAGEMENT INC | +4,679 | +39.3% | 16,594 |
| HighTower Advisors, LLC | +3,256 | +0.2% | 1,366,387 |
| EVOLVE PRIVATE WEALTH, LLC | +3,122 | +3.9% | 82,649 |
| IHT Wealth Management, LLC | +2,996 | +20.6% | 17,530 |
| FMR LLC | +1,066 | +156.1% | 1,749 |
| JANE STREET GROUP, LLC | +1,045 | +16.2% | 7,488 |
| Kestra Advisory Services, LLC | +883 | +6.6% | 14,223 |
| Geneos Wealth Management Inc. | +350 | +145.2% | 591 |
| LANARK FINANCIAL, INC. | +118 | +3.6% | 3,355 |
| WORLD EQUITY GROUP, INC. | +75 | +1.2% | 6,170 |
| Financial Enhancement Group LLC | +55 | +1.0% | 5,807 |
| Modern Wealth Management, LLC | +47 | +0.3% | 14,191 |
| ROYAL BANK OF CANADA | +47 | +2.2% | 2,210 |
| Bison Wealth, LLC | +16 | +0.3% | 4,742 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +11 | +0.2% | 5,120 |
| TopTier Wealth Management, LLC | +4 | +0.0% | 8,872 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lido Advisors, LLC | -668,597 | -99.3% | 5,048 |
| GREAT VALLEY ADVISOR GROUP, INC. | -545,113 | -85.5% | 92,605 |
| WALLED LAKE PLANNING & WEALTH MANAG | -165,695 | -46.3% | 192,415 |
| Team Financial Group, LLC | -80,511 | -22.0% | 285,798 |
| Merit Financial Group, LLC | -44,331 | -67.4% | 21,404 |
| LPL Financial LLC | -27,647 | -12.2% | 198,528 |
| Keating Financial Advisory Services | -25,374 | -69.9% | 10,941 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -24,236 | -82.7% | 5,084 |
| WELLS FARGO & COMPANY/MN | -21,727 | -13.5% | 139,075 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -16,363 | -42.9% | 21,774 |
| CWM, LLC | -15,489 | -49.7% | 15,658 |
| CITADEL ADVISORS LLC | -14,742 | -63.5% | 8,461 |
| Integrated Wealth Concepts LLC | -9,177 | -25.8% | 26,377 |
| JPMORGAN CHASE & CO | -8,149 | -28.3% | 20,630 |
| OSAIC HOLDINGS, INC. | -5,915 | -27.9% | 15,272 |
| WCG Wealth Advisors LLC | -4,616 | -17.3% | 22,109 |
| RAYMOND JAMES FINANCIAL INC | -4,209 | -9.0% | 42,404 |
| &PARTNERS | -4,112 | -34.2% | 7,919 |
| BIP Wealth, LLC | -3,731 | -47.0% | 4,206 |
| WealthPoint Financial, LLC | -3,542 | -17.5% | 16,724 |