Vault-13

WISDOMTREE TR USMF

US MULTIFACTOR · ETP · CUSIP 97717Y857

73 institutional holders -1 vs Q1 2026
3,861,9473.9m shares reported held*
$209.5mreported value*
4 new 20 added 39 reduced 6 sold out net sold ≈ $89.3m (-1.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $54.24.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 50Q4 22: 48Q1 23: 47Q2 23: 46Q3 23: 48Q4 23: 51Q1 24: 50Q2 24: 52Q3 24: 58Q4 24: 63Q1 25: 66Q2 25: 70Q3 25: 67Q4 25: 73Q1 26: 74Q2 26: 7373Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202250
Q4 202248
Q1 202347
Q2 202346
Q3 202348
Q4 202351
Q1 202450
Q2 202452
Q3 202458
Q4 202463
Q1 202566
Q2 202570
Q3 202567
Q4 202573
Q1 202674
Q2 202673

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 36 bought or addedQ3 24: 18 cut or sold outQ4 24: 26 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 31 bought or addedQ1 25: 35 cut or sold outQ2 25: 35 bought or addedQ2 25: 33 cut or sold outQ2 25Q3 25: 31 bought or addedQ3 25: 39 cut or sold outQ4 25: 25 bought or addedQ4 25: 39 cut or sold outQ4 25Q1 26: 29 bought or addedQ1 26: 43 cut or sold outQ2 26: 24 bought or addedQ2 26: 45 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243618
Q4 20242636
Q1 20253135
Q2 20253533
Q3 20253139
Q4 20252539
Q1 20262943
Q2 20262445

Biggest buyers

Bluespring Wealth Management, LLC Added +142,861+142.9k
TWO SIGMA INVESTMENTS, LP Added +19,604+19.6k
GOLDMAN SACHS GROUP INC Added +18,472+18.5k
Cambridge Investment Research Advisors, Inc. Added +9,220+9.2k
Quantinno Capital Management LP New +8,911+8.9k
ENVESTNET ASSET MANAGEMENT INC Added +4,679+4.7k
RMR Wealth Builders New +3,704+3.7k
HighTower Advisors, LLC Added +3,256+3.3k
EVOLVE PRIVATE WEALTH, LLC Added +3,122+3.1k
IHT Wealth Management, LLC Added +2,996+3.0k

Biggest sellers

Lido Advisors, LLC Reduced -668,597-668.6k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -545,113-545.1k
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC Reduced -165,695-165.7k
Team Financial Group, LLC Reduced -80,511-80.5k
Atria Investments, Inc Sold out -76,698-76.7k
Mariner, LLC Sold out -72,360-72.4k
Merit Financial Group, LLC Reduced -44,331-44.3k
LPL Financial LLC Reduced -27,647-27.6k
Keating Financial Advisory Services, Inc. Reduced -25,374-25.4k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -24,236-24.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 1,366,3871.4m $74.1m $74.1m 0.07% Added +3.3k +3,256
2 Bluespring Wealth Management, LLC 0.62% of their portfolio AUSTIN, TX 594,894594.9k $32.3m $32.3m 0.62% Added +142.9k +142,861
3 Team Financial Group, LLC 6.58% of their portfolio TEMECULA, CA 285,798285.8k $15.5m $15.5m 6.58% Reduced -80.5k -80,511
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 198,528198.5k $10.8m $10.8m 0.00% Reduced -27.6k -27,647
5 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2.63% of their portfolio HIGHLAND PARK, IL 192,415192.4k $10.4m $10.4m 2.63% Reduced -165.7k -165,695
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 139,075139.1k $7.5m $7.5m 0.00% Reduced -21.7k -21,727
7 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 100,409100.4k $5.4m $5.4m 0.00% Reduced -3.3k -3,323
8 GREAT VALLEY ADVISOR GROUP, INC. 0.08% of their portfolio WILMINGTON, DE 92,60592.6k $5.0m $5.0m 0.08% Reduced -545.1k -545,113
9 EVOLVE PRIVATE WEALTH, LLC 0.27% of their portfolio LOS ANGELES, CA 82,64982.6k $4.5m $4.5m 0.27% Added +3.1k +3,122
10 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 60,07660.1k $3.3m $3.3m 0.01% Reduced -2.2k -2,172
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 47,66947.7k $2.6m $2.6m 0.00% Reduced -1.9k -1,926
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 42,40442.4k $2.3m $2.3m 0.00% Reduced -4.2k -4,209
13 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 37,21537.2k $2.0m $2.0m 0.01% Reduced -559 -559
14 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 34,73634.7k $1.9m $1.9m 0.01% Reduced -2.5k -2,542
15 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 32,29032.3k $1.8m $1.8m 0.02% Reduced -6 -6
16 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 30,88530.9k $1.7m $1.7m 0.00% Added +18.5k +18,472
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 28,50028.5k $1.5m $1.5m 0.00% Reduced -1.9k -1,931
18 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 26,37726.4k $1.4m $1.4m 0.01% Reduced -9.2k -9,177
19 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 25,90425.9k $1.4m $1.4m 0.00% Added +19.6k +19,604
20 Archer Investment Management, LLC 0.45% of their portfolio AUSTIN, TX 24,35624.4k $1.3m $1.3m 0.45% Reduced -2.0k -2,011
21 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 22,85822.9k $1.2m $1.2m 0.00% Added +9.2k +9,220
22 WCG Wealth Advisors LLC 0.03% of their portfolio LAS VEGAS, NV 22,10922.1k $1.2m $1.2m 0.03% Reduced -4.6k -4,616
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,77421.8k $1.2m $1.2m 0.00% Reduced -16.4k -16,363
24 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 21,40421.4k $1.2m $1.2m 0.01% Reduced -44.3k -44,331
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 20,63020.6k $1.1m $1.1m 0.00% Reduced -8.1k -8,149
26 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 17,53017.5k $950.9k $950.9k 0.02% Added +3.0k +2,996
27 WealthPoint Financial, LLC 0.66% of their portfolio CRAMERTON, NC 16,72416.7k $907.2k $907.2k 0.66% Reduced -3.5k -3,542
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 16,59416.6k $900.1k $900.1k 0.00% Added +4.7k +4,679
29 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 15,54215.5k $843.1k $843.1k 0.01% Reduced -879 -879
30 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,27215.3k $828.3k $828.3k 0.00% Reduced -5.9k -5,915
31 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 15,27215.3k $828.4k $828.4k 0.01% Unchanged
32 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 14,22314.2k $771.5k $771.5k 0.00% Added +883 +883
33 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 14,19114.2k $769.8k $769.8k 0.01% Added +47 +47
34 United Advisor Group, LLC 0.08% of their portfolio CINCINNATI, OH 13,86313.9k $752.0k $752.0k 0.08% Reduced -1.1k -1,146
35 Beacon Financial Advisory LLC 0.15% of their portfolio CLEVELAND, OH 13,79813.8k $748.4k $748.4k 0.15% Reduced -329 -329
36 Keating Financial Advisory Services, Inc. 0.08% of their portfolio MANHATTAN, KS 10,94110.9k $593.5k $593.5k 0.08% Reduced -25.4k -25,374
37 COLUMBIA ADVISORY PARTNERS LLC 0.33% of their portfolio SPOKANE, WA 10,86810.9k $589.5k $589.5k 0.33% Reduced -366 -366
38 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 8,9118.9k $483.4k $483.4k 0.00% New
39 TopTier Wealth Management, LLC 0.29% of their portfolio MUSKEGO, WI 8,8728.9k $481.2k $481.2k 0.29% Added +4 +4
40 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 8,6868.7k $471.2k $471.2k 0.00% Unchanged
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,4618.5k $458.9k $458.9k 0.00% Reduced -14.7k -14,742
42 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 7,9197.9k $429.5k $429.5k 0.00% Reduced -4.1k -4,112
43 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 7,4887.5k $406.2k $406.2k 0.00% Added +1.0k +1,045
44 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,2057.2k $390.9k $390.9k 0.00% Reduced -712 -712
45 WORLD EQUITY GROUP, INC. 0.07% of their portfolio SCHAUMBURG, IL 6,1706.2k $334.7k $334.7k 0.07% Added +75 +75
46 Financial Enhancement Group LLC 0.04% of their portfolio ANDERSON, IN 5,8075.8k $315.0k $315.0k 0.04% Added +55 +55
47 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,1205.1k $274.5k $274.5k 0.00% Added +11 +11
48 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 5,0845.1k $275.8k $275.8k 0.00% Reduced -24.2k -24,236
49 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 5,0485.0k $273.9k $273.9k 0.00% Reduced -668.6k -668,597
50 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 4,9605.0k $269.1k $269.1k 0.01% Reduced -1 -1
51 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 4,8324.8k $262.0k $262.0k 0.01% Reduced -794 -794
52 Bison Wealth, LLC 0.02% of their portfolio ATLANTA, GA 4,7424.7k $252.9k $252.9k 0.02% Added +16 +16
53 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 4,5054.5k $244.4k $244.4k 0.01% Reduced -498 -498
54 BIP Wealth, LLC 0.01% of their portfolio ATLANTA, GA 4,2064.2k $228.1k $228.1k 0.01% Reduced -3.7k -3,731
55 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 3,8193.8k $207.2k $207.2k 0.00% Reduced -3.0k -2,966
56 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 3,7573.8k $203.8k $203.8k 0.00% Reduced -3.2k -3,206
57 RMR Wealth Builders 0.01% of their portfolio Montclair, NJ 3,7043.7k $200.9k $200.9k 0.01% New
58 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,4843.5k $189.0k $189.0k 0.01% Reduced -3.1k -3,084
59 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,3553.4k $182.0k $182.0k 0.01% Added +118 +118
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,2102.2k $120.0k $120.0k 0.00% Added +47 +47
61 FMR LLC 0.00% of their portfolio BOSTON, MA 1,7491.7k $94.9k $94.9k 0.00% Added +1.1k +1,066
62 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,5971.6k $86.6k $86.6k 0.00% Unchanged
63 Hughes Financial Services, LLC 0.01% of their portfolio HERNDON, VA 996996 $54.0k $54.0k 0.01% Unchanged
64 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 671671 $36.4k $36.4k 0.00% New
65 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 591591 $32.1k $32.1k 0.00% Added +350 +350
66 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 483483 $26.2k $26.2k 0.00% Reduced -12 -12
67 Capital Advisors, Ltd. LLC 0.00% of their portfolio SHAKER HEIGHTS, OH 233233 $13.0k $13.0k 0.00% Unchanged
68 Regatta Research & Money Management 0.01% of their portfolio METAIRIE, LA 196196 $10.6k $10.6k 0.01% First filing
69 UBS Group AG 0.00% of their portfolio ZURICH, V8 173173 $9.4k $9.4k 0.00% New
70 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 101101 $5.5k $5.5k 0.00% Unchanged
71 Planning Strategies Inc. 0.00% of their portfolio LANCASTER, PA 9797 $5.3k $5.3k 0.00% First filing
72 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 9292 $4.9k $4.9k 0.00% Unchanged
73 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 3131 $1.7k $1.7k 0.00% Unchanged