WisdomTree U.S. Multifactor Fund(USMF)

$53.34—

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WisdomTree U.S. Multifactor Fund(USMF)

USBATS

$53.34—

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USMF(USMF)

USMF

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 94 Institutional Holders

Holder	Shares	Date	Change	% Held
Team Financial Group, LLC	285.80K	Jun 30, 26	-80.51K	4.93%
Archer Investment Management, LLC	24.36K	Jun 30, 26	-2.01K	0.42%
WORLD EQUITY GROUP, INC.	6.17K	Jun 30, 26	+75	0.11%
Financial Enhancement Group LLC	5.81K	Jun 30, 26	+55	0.10%
Bison Wealth, LLC	4.74K	Jun 30, 26	+16	0.08%
CoreCap Advisors, LLC	4.50K	Jun 30, 26	-498	0.08%
HighTower Advisors, LLC	1.36M	Mar 31, 26	+11.40K	23.52%
Lido Advisors, LLC	673.64K	Mar 31, 26	-89.95K	11.62%
GREAT VALLEY ADVISOR GROUP, INC.	637.72K	Mar 31, 26	+47.40K	11.00%
SNS Financial Group, LLC	452.03K	Mar 31, 26	+12.82K	7.80%
Team Financial Group, LLC	366.31K	Mar 31, 26	-49.84K	6.32%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	358.11K	Mar 31, 26	+358.11K	6.18%
LPL Financial LLC	226.18K	Mar 31, 26	-39.20K	3.90%
WELLS FARGO & COMPANY/MN	160.80K	Mar 31, 26	-47.18K	2.77%
Cetera Investment Advisers	103.73K	Mar 31, 26	-3.91K	1.79%
Atria Investments, Inc	76.70K	Mar 31, 26	+20	1.32%
Mariner, LLC	72.36K	Mar 31, 26	+64	1.25%
Merit Financial Group, LLC	65.73K	Mar 31, 26	-6.02K	1.13%
NewEdge Advisors, LLC	62.25K	Mar 31, 26	-8.56K	1.07%
MORGAN STANLEY	49.59K	Mar 31, 26	+11.06K	0.86%
RAYMOND JAMES FINANCIAL INC	46.61K	Mar 31, 26	-272.19K	0.80%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	38.14K	Mar 31, 26	+19.91K	0.66%
Allworth Financial LP	37.77K	Mar 31, 26	-2.31K	0.65%
Private Advisor Group, LLC	37.28K	Mar 31, 26	-10.56K	0.64%
Integrated Wealth Concepts LLC	35.55K	Mar 31, 26	+35.55K	0.61%
Stratos Wealth Partners, LTD.	32.30K	Mar 31, 26	-501	0.56%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	30.43K	Mar 31, 26	-59.55K	0.53%
KESTRA PRIVATE WEALTH SERVICES, LLC	29.32K	Mar 31, 26	-249	0.51%
JPMORGAN CHASE & CO	28.78K	Mar 31, 26	+1.75K	0.50%
WCG Wealth Advisors LLC	26.73K	Mar 31, 26	-662	0.46%
CITADEL ADVISORS LLC	23.20K	Mar 31, 26	+23.20K	0.40%
ADVISOR GROUP HOLDINGS, INC.	21.19K	Mar 31, 26	-8.57K	0.37%
Summit Financial, LLC	16.42K	Mar 31, 26	+4.02K	0.28%
CWM, LLC	15.66K	Mar 31, 26	-15.49K	0.27%
AXXCESS WEALTH MANAGEMENT, LLC	15.27K	Mar 31, 26	--	0.26%
United Advisor Group, LLC	15.01K	Mar 31, 26	-11.94K	0.26%
IHT Wealth Management, LLC	14.53K	Mar 31, 26	+682	0.25%
Modern Wealth Management, LLC	14.14K	Mar 31, 26	+51	0.24%
Beacon Financial Advisory LLC	14.13K	Mar 31, 26	-1.08K	0.24%
Cambridge Investment Research Advisors, Inc.	13.64K	Mar 31, 26	-738	0.24%
Kestra Advisory Services, LLC	13.34K	Mar 31, 26	+5.76K	0.23%
GOLDMAN SACHS GROUP INC	12.41K	Mar 31, 26	+12.41K	0.21%
WILEY BROS.-AINTREE CAPITAL, LLC	12.03K	Mar 31, 26	+1.26K	0.21%
ENVESTNET ASSET MANAGEMENT INC	11.91K	Mar 31, 26	-26	0.21%
COLUMBIA ADVISORY PARTNERS LLC	11.23K	Mar 31, 26	-117.11K	0.19%
UBS ASSET MANAGEMENT AMERICAS INC	8.69K	Mar 31, 26	+8.69K	0.15%
BIP Wealth, LLC	7.94K	Mar 31, 26	+2.76K	0.14%
COMMONWEALTH EQUITY SERVICES, LLC	7.92K	Mar 31, 26	-7.73K	0.14%
Arkadios Wealth Advisors	6.96K	Mar 31, 26	-3.52K	0.12%
Concurrent Investment Advisors, LLC	6.79K	Mar 31, 26	-27.88K	0.12%
CENTAURUS FINANCIAL, INC.	6.57K	Mar 31, 26	+11	0.11%
JANE STREET GROUP, LLC	6.44K	Mar 31, 26	+1.57K	0.11%
TWO SIGMA INVESTMENTS, LP	6.30K	Mar 31, 26	-29.60K	0.11%
Quartz Partners, LLC	6.17K	Mar 31, 26	-3.12K	0.11%
FLOW TRADERS U.S. LLC	5.63K	Mar 31, 26	+5.63K	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.11K	Mar 31, 26	-4.14K	0.09%
Mutual Advisors, LLC	4.96K	Mar 31, 26	-416	0.09%
THOROUGHBRED FINANCIAL SERVICES, LLC	4.41K	Mar 31, 26	-45	0.08%
NBC SECURITIES, INC.	3.24K	Mar 31, 26	-1.11K	0.06%
ROYAL BANK OF CANADA	2.16K	Mar 31, 26	+1.08K	0.04%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.60K	Mar 31, 26	-157	0.03%
Hughes Financial Services, LLC	996	Mar 31, 26	--	0.02%
REAP Financial Group, LLC	983	Mar 31, 26	-384	0.02%
FMR LLC	683	Mar 31, 26	+240	0.01%
AE Wealth Management LLC	495	Mar 31, 26	--	0.01%
Geneos Wealth Management Inc.	241	Mar 31, 26	--	0.00%
Capital Advisors, Ltd. LLC	233	Mar 31, 26	--	0.00%
Covestor Ltd	130	Mar 31, 26	+67	0.00%
VANGUARD ADVISERS INC	101	Mar 31, 26	+101	0.00%
Smartleaf Asset Management LLC	92	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	5	Mar 31, 26	+5	0.00%
SWMG, LLC	--	Mar 31, 26	-3.93K	--
Soltis Investment Advisors LLC	--	Mar 31, 26	-4.46K	--
Kilter Group LLC	--	Mar 31, 26	-1.74K	--
RMR Wealth Builders	--	Mar 31, 26	-4.37K	--
Sunbelt Securities, Inc.	--	Mar 31, 26	-42	--
ORG Partners LLC	--	Dec 31, 25	-7.50K	--
Defined Financial Planning LLC	80.25K	Sep 30, 25	-25.05K	1.38%
AVANTAX ADVISORY SERVICES, INC.	29.87K	Jun 30, 25	+17.64K	0.52%
Raymond James Financial Services Advisors, Inc.	305.67K	Sep 30, 24	+74.65K	5.27%
RAYMOND JAMES & ASSOCIATES	32.37K	Sep 30, 24	-33.80K	0.56%
Private Wealth Strategies, L.L.C.	1.19M	Jun 30, 24	+21.44K	20.56%
KLR INVESTMENT ADVISORS, LLC	30.81K	Mar 31, 24	-3.80K	0.53%
Cetera Advisor Networks LLC	5.93K	Mar 31, 24	+162	0.10%
Truadvice, LLC	24.67K	Sep 30, 23	+13.71K	0.43%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	6.78K	Sep 30, 23	+25	0.12%
V Wealth Advisors LLC	--	Sep 30, 23	-24.91K	--
55I, LLC	31.32K	Sep 30, 22	+7.29K	0.54%
MUFG Americas Holdings Corp	2.31K	Sep 30, 22	--	0.04%
KerberRose Wealth Management, LLC	30.97K	Jun 30, 22	+30.97K	0.53%
Carroll Financial Associates, Inc.	1.50K	Dec 31, 21	--	0.03%
Stearns Financial Services Group	851.57K	Sep 30, 20	+362	14.69%
LADENBURG THALMANN FINANCIAL SERVICES INC.	11.25K	Dec 31, 19	-74.96K	0.19%
BB&T SECURITIES, LLC	67.03K	Sep 30, 19	-16.66K	1.16%

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Holder

Date

Change

% Held

Team Financial Group, LLC

285.80K

Jun 30, 26

-80.51K

4.93%

Archer Investment Management, LLC

24.36K

Jun 30, 26

-2.01K

0.42%

WORLD EQUITY GROUP, INC.

6.17K

Jun 30, 26

+75

0.11%

Financial Enhancement Group LLC

5.81K

Jun 30, 26

+55

0.10%

Bison Wealth, LLC

4.74K

Jun 30, 26

+16

0.08%

CoreCap Advisors, LLC

4.50K

Jun 30, 26

-498

0.08%

HighTower Advisors, LLC

1.36M

Mar 31, 26

+11.40K

23.52%

Lido Advisors, LLC

673.64K

Mar 31, 26

-89.95K

11.62%

GREAT VALLEY ADVISOR GROUP, INC.

637.72K

Mar 31, 26

+47.40K

11.00%

SNS Financial Group, LLC

452.03K

Mar 31, 26

+12.82K

7.80%

Team Financial Group, LLC

366.31K

Mar 31, 26

-49.84K

6.32%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

358.11K

Mar 31, 26

+358.11K

6.18%

LPL Financial LLC

226.18K

Mar 31, 26

-39.20K

3.90%

WELLS FARGO & COMPANY/MN

160.80K

Mar 31, 26

-47.18K

2.77%

Cetera Investment Advisers

103.73K

Mar 31, 26

-3.91K

1.79%

Atria Investments, Inc

76.70K

Mar 31, 26

+20

1.32%

Mariner, LLC

72.36K

Mar 31, 26

+64

1.25%

Merit Financial Group, LLC

65.73K

Mar 31, 26

-6.02K

1.13%

NewEdge Advisors, LLC

62.25K

Mar 31, 26

-8.56K

1.07%

MORGAN STANLEY

49.59K

Mar 31, 26

+11.06K

0.86%

RAYMOND JAMES FINANCIAL INC

46.61K

Mar 31, 26

-272.19K

0.80%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

38.14K

Mar 31, 26

+19.91K

0.66%

Allworth Financial LP

37.77K

Mar 31, 26

-2.31K

0.65%

Private Advisor Group, LLC

37.28K

Mar 31, 26

-10.56K

0.64%

Integrated Wealth Concepts LLC

35.55K

Mar 31, 26

+35.55K

0.61%

Stratos Wealth Partners, LTD.

32.30K

Mar 31, 26

-501

0.56%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

30.43K

Mar 31, 26

-59.55K

0.53%

KESTRA PRIVATE WEALTH SERVICES, LLC

29.32K

Mar 31, 26

-249

0.51%

JPMORGAN CHASE & CO

28.78K

Mar 31, 26

+1.75K

0.50%

WCG Wealth Advisors LLC

26.73K

Mar 31, 26

-662

0.46%

CITADEL ADVISORS LLC

23.20K

Mar 31, 26

+23.20K

0.40%

ADVISOR GROUP HOLDINGS, INC.

21.19K

Mar 31, 26

-8.57K

0.37%

Summit Financial, LLC

16.42K

Mar 31, 26

+4.02K

0.28%

CWM, LLC

15.66K

Mar 31, 26

-15.49K

0.27%

AXXCESS WEALTH MANAGEMENT, LLC

15.27K

Mar 31, 26

0.26%

United Advisor Group, LLC

15.01K

Mar 31, 26

-11.94K

0.26%

IHT Wealth Management, LLC

14.53K

Mar 31, 26

+682

0.25%

Modern Wealth Management, LLC

14.14K

Mar 31, 26

+51

0.24%

Beacon Financial Advisory LLC

14.13K

Mar 31, 26

-1.08K

0.24%

Cambridge Investment Research Advisors, Inc.

13.64K

Mar 31, 26

-738

0.24%

Kestra Advisory Services, LLC

13.34K

Mar 31, 26

+5.76K

0.23%

GOLDMAN SACHS GROUP INC

12.41K

Mar 31, 26

+12.41K

0.21%

WILEY BROS.-AINTREE CAPITAL, LLC

12.03K

Mar 31, 26

+1.26K

0.21%

ENVESTNET ASSET MANAGEMENT INC

11.91K

Mar 31, 26

-26

0.21%

COLUMBIA ADVISORY PARTNERS LLC

11.23K

Mar 31, 26

-117.11K

0.19%

UBS ASSET MANAGEMENT AMERICAS INC

8.69K

Mar 31, 26

+8.69K

0.15%

BIP Wealth, LLC

7.94K

Mar 31, 26

+2.76K

0.14%

COMMONWEALTH EQUITY SERVICES, LLC

7.92K

Mar 31, 26

-7.73K

0.14%

Arkadios Wealth Advisors

6.96K

Mar 31, 26

-3.52K

0.12%

Concurrent Investment Advisors, LLC

6.79K

Mar 31, 26

-27.88K

0.12%

CENTAURUS FINANCIAL, INC.

6.57K

Mar 31, 26

+11

0.11%

JANE STREET GROUP, LLC

6.44K

Mar 31, 26

+1.57K

0.11%

TWO SIGMA INVESTMENTS, LP

6.30K

Mar 31, 26

-29.60K

0.11%

Quartz Partners, LLC

6.17K

Mar 31, 26

-3.12K

0.11%

FLOW TRADERS U.S. LLC

5.63K

Mar 31, 26

+5.63K

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.11K

Mar 31, 26

-4.14K

0.09%

Mutual Advisors, LLC

4.96K

Mar 31, 26

-416

0.09%

THOROUGHBRED FINANCIAL SERVICES, LLC

4.41K

Mar 31, 26

-45

0.08%

NBC SECURITIES, INC.

3.24K

Mar 31, 26

-1.11K

0.06%

ROYAL BANK OF CANADA

2.16K

Mar 31, 26

+1.08K

0.04%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.60K

Mar 31, 26

-157

0.03%

Hughes Financial Services, LLC

996

Mar 31, 26

0.02%

REAP Financial Group, LLC

983

Mar 31, 26

-384

0.02%

FMR LLC

683

Mar 31, 26

+240

0.01%

AE Wealth Management LLC

495

Mar 31, 26

0.01%

Geneos Wealth Management Inc.

241

Mar 31, 26

0.00%

Capital Advisors, Ltd. LLC

233

Mar 31, 26

0.00%

Covestor Ltd

130

Mar 31, 26

+67

0.00%

VANGUARD ADVISERS INC

101

Mar 31, 26

+101

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

0.00%

Western Wealth Management, LLC

Mar 31, 26

0.00%

SWMG, LLC

Mar 31, 26

-3.93K

Soltis Investment Advisors LLC

Mar 31, 26

-4.46K

Kilter Group LLC

Mar 31, 26

-1.74K

RMR Wealth Builders

Mar 31, 26

-4.37K

Sunbelt Securities, Inc.

Mar 31, 26

-42

ORG Partners LLC

Dec 31, 25

-7.50K

Defined Financial Planning LLC

80.25K

Sep 30, 25

-25.05K

1.38%

AVANTAX ADVISORY SERVICES, INC.

29.87K

Jun 30, 25

+17.64K

0.52%

Raymond James Financial Services Advisors, Inc.

305.67K

Sep 30, 24

+74.65K

5.27%

RAYMOND JAMES & ASSOCIATES

32.37K

Sep 30, 24

-33.80K

0.56%

Private Wealth Strategies, L.L.C.

1.19M

Jun 30, 24

+21.44K

20.56%

KLR INVESTMENT ADVISORS, LLC

30.81K

Mar 31, 24

-3.80K

0.53%

Cetera Advisor Networks LLC

5.93K

Mar 31, 24

+162

0.10%

Truadvice, LLC

24.67K

Sep 30, 23

+13.71K

0.43%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

6.78K

Sep 30, 23

+25

0.12%

V Wealth Advisors LLC

Sep 30, 23

-24.91K

55I, LLC

31.32K

Sep 30, 22

+7.29K

0.54%

MUFG Americas Holdings Corp

2.31K

Sep 30, 22

0.04%

KerberRose Wealth Management, LLC

30.97K

Jun 30, 22

+30.97K

0.53%

Carroll Financial Associates, Inc.

1.50K

Dec 31, 21

0.03%

Stearns Financial Services Group

851.57K

Sep 30, 20

+362

14.69%

LADENBURG THALMANN FINANCIAL SERVICES INC.

11.25K

Dec 31, 19

-74.96K

0.19%

BB&T SECURITIES, LLC

67.03K

Sep 30, 19

-16.66K

1.16%