WISDOMTREE US MULTIFACTOR FU (USMF) Institutional Ownership Changes & 13F Activity

WISDOMTREE US MULTIFACTOR FU (USMF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Great Valley Advisor Group, Inc., Raymond James Financial Inc, Wells Fargo & Company/Mn, Cetera Investment Advisers, and Evolve Private Wealth, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Bison Wealth, LlcBuy+4,709—4,709$232.53KQ4 2025Mar 24, 2026
Shp Wealth ManagementBuy+31—31$1.59KQ4 2025Mar 04, 2026
Sunbelt Securities, Inc.Buy+42—42$2.15KQ4 2025Feb 20, 2026
Wealthpoint Financial, LlcBuy+18,810—18,810$964.20KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+318,803—318,803$16.34MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+70,808—70,808$3.63MQ4 2025Feb 18, 2026
Cetera Investment AdvisersBuy+107,643—107,643$5.52MQ4 2025Feb 17, 2026
Evolve Private Wealth, LlcBuy+79,306—79,306$4.07MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+47,837—47,837$2.45MQ4 2025Feb 17, 2026
Two Sigma Investments, LpBuy+35,900—35,900$1.84MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+29,755—29,755$1.53MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+18,228—18,228$934.37KQ4 2025Feb 17, 2026
Beacon Financial Advisory LlcBuy+15,207—15,207$779.53KQ4 2025Feb 17, 2026
Modern Wealth Management, LlcBuy+14,093—14,093$722.39KQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+13,852—13,852$710.06KQ4 2025Feb 17, 2026
&PartnersBuy+10,774—10,774$552.29KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+1,085—1,085$55.00KQ4 2025Feb 17, 2026
Fmr LlcBuy+443—443$22.71KQ4 2025Feb 17, 2026
Wells Fargo & Company/MnBuy+207,982—207,982$10.66MQ4 2025Feb 13, 2026
Mariner, LlcBuy+72,296—72,296$3.71MQ4 2025Feb 13, 2026
Morgan StanleyBuy+38,536—38,536$1.98MQ4 2025Feb 13, 2026
Summit Financial, LlcBuy+12,403—12,403$635.78KQ4 2025Feb 13, 2026
Arkadios Wealth AdvisorsBuy+10,488—10,488$537.62KQ4 2025Feb 13, 2026
Quartz Partners, LlcBuy+9,290—9,290$476.20KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+7,575—7,575$388.29KQ4 2025Feb 13, 2026
Centaurus Financial, Inc.Buy+6,557—6,557$336.00KQ4 2025Feb 13, 2026
Smartleaf Asset Management LlcBuy+92—92$4.76KQ4 2025Feb 13, 2026
Great Valley Advisor Group, Inc.Buy+590,319—590,319$30.26MQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+15,643—15,643$801.86KQ4 2025Feb 12, 2026
Toptier Wealth Management, LlcBuy+9,080—9,080$465.46KQ4 2025Feb 12, 2026
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Frequently asked questions about USMF activity

  • Which institutional owners are buying USMF?

    Institutional owners buying USMF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in USMF activity?

    "Buy" means an investor increased their reported position in USMF compared to the prior reporting period. This reflects growing exposure to WISDOMTREE US MULTIFACTOR FU (USMF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in USMF increasing?

    Institutional interest in USMF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.