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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bison Wealth, Llc | Buy | +4,709 | — | 4,709 | $232.53K | Q4 2025 | Mar 24, 2026 |
| Shp Wealth Management | Buy | +31 | — | 31 | $1.59K | Q4 2025 | Mar 04, 2026 |
| Sunbelt Securities, Inc. | Buy | +42 | — | 42 | $2.15K | Q4 2025 | Feb 20, 2026 |
| Wealthpoint Financial, Llc | Buy | +18,810 | — | 18,810 | $964.20K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +318,803 | — | 318,803 | $16.34M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +70,808 | — | 70,808 | $3.63M | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | Buy | +107,643 | — | 107,643 | $5.52M | Q4 2025 | Feb 17, 2026 |
| Evolve Private Wealth, Llc | Buy | +79,306 | — | 79,306 | $4.07M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +47,837 | — | 47,837 | $2.45M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +35,900 | — | 35,900 | $1.84M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +29,755 | — | 29,755 | $1.53M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +18,228 | — | 18,228 | $934.37K | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory Llc | Buy | +15,207 | — | 15,207 | $779.53K | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, Llc | Buy | +14,093 | — | 14,093 | $722.39K | Q4 2025 | Feb 17, 2026 |
| Iht Wealth Management, Llc | Buy | +13,852 | — | 13,852 | $710.06K | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +10,774 | — | 10,774 | $552.29K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +1,085 | — | 1,085 | $55.00K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +443 | — | 443 | $22.71K | Q4 2025 | Feb 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +207,982 | — | 207,982 | $10.66M | Q4 2025 | Feb 13, 2026 |
| Mariner, Llc | Buy | +72,296 | — | 72,296 | $3.71M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +38,536 | — | 38,536 | $1.98M | Q4 2025 | Feb 13, 2026 |
| Summit Financial, Llc | Buy | +12,403 | — | 12,403 | $635.78K | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | Buy | +10,488 | — | 10,488 | $537.62K | Q4 2025 | Feb 13, 2026 |
| Quartz Partners, Llc | Buy | +9,290 | — | 9,290 | $476.20K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +7,575 | — | 7,575 | $388.29K | Q4 2025 | Feb 13, 2026 |
| Centaurus Financial, Inc. | Buy | +6,557 | — | 6,557 | $336.00K | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management Llc | Buy | +92 | — | 92 | $4.76K | Q4 2025 | Feb 13, 2026 |
| Great Valley Advisor Group, Inc. | Buy | +590,319 | — | 590,319 | $30.26M | Q4 2025 | Feb 12, 2026 |
| Commonwealth Equity Services, Llc | Buy | +15,643 | — | 15,643 | $801.86K | Q4 2025 | Feb 12, 2026 |
| Toptier Wealth Management, Llc | Buy | +9,080 | — | 9,080 | $465.46K | Q4 2025 | Feb 12, 2026 |
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.