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WisdomTree U.S. Multifactor Fund (USMF) Institutional Ownership

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$45.45
+0.28 (+0.62%)
(As of 05/9/2024 ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Multifactor Fund (BATS:USMF)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$19.88M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$18.49M
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USMF Institutional Buying and Selling by Quarter

WisdomTree U.S. Multifactor Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024 Insight Advisors LLC PA105,775$4.92M0.9%+30.8%1.608%
5/6/2024 Envestnet Portfolio Solutions Inc.4,412$205K0.0%N/A0.067%
4/30/2024 Private Advisor Group LLC110,041$5.12M0.0%-16.7%1.672%
4/23/2024 KLR Investment Advisors LLC30,812$1.37M1.0%-11.0%0.483%
4/23/2024 Raymond James Financial Services Advisors Inc.26,474$1.23M0.0%-3.9%0.415%
4/15/2024 Sunbelt Securities Inc.1,506$70K0.0%-63.5%0.024%
4/15/2024 Financial Enhancement Group LLC28,453$1.27M0.2%-8.6%0.446%
4/11/2024 RFG Advisory LLC19,479$907K0.0%+12.4%0.291%
4/5/2024 NBC Securities Inc.21,564$1.11M0.1%+75.1%0.322%
2/12/2024Private Wealth Strategies L.L.C.1,169,396$49.18M10.9%+1.5%17.454%
2/8/2024 KLR Investment Advisors LLC34,616$1.46M1.1%-26.1%0.517%
2/7/2024 NBC Securities Inc.12,316$517K0.1%+36.7%0.184%
2/6/2024 RMR Wealth Builders4,985$210K0.0%N/A0.074%
2/6/2024 Private Advisor Group LLC132,149$5.56M0.0%+19.1%1.972%
2/6/2024 Great Valley Advisor Group Inc.559,871$23.54M0.8%-29.4%8.356%
2/2/2024 BIP Wealth LLC23,995$1.01M0.1%-7.1%0.358%
1/25/2024 RFG Advisory LLC17,337$729K0.0%+21.2%0.259%
1/24/2024 Stratos Wealth Partners LTD.49,680$2.09M0.0%-44.8%0.741%
1/24/2024 Allworth Financial LP55,609$2.34M0.0%+12.7%0.830%
1/23/2024 Insight Advisors LLC PA80,846$3.40M0.7%+11.1%1.207%
1/19/2024 Patriot Financial Group Insurance Agency LLC21,423$901K0.2%-5.8%0.320%
1/18/2024 Financial Enhancement Group LLC31,130$1.32M0.2%-47.2%0.465%
1/16/2024 Raymond James & Associates59,881$2.52M0.0%+2.4%0.894%
1/12/2024My Legacy Advisors LLC11,819$502K0.2%-64.5%0.176%
1/10/2024 Creative Financial Designs Inc. ADV2,827$119K0.0%-29.1%0.042%
12/11/2023 Sunbelt Securities Inc.4,113$158K0.0%-30.5%0.061%
11/13/2023Envestnet Asset Management Inc.91,304$3.51M0.0%+20.4%1.363%
11/13/2023WCG Wealth Advisors LLC27,995$1.08M0.1%N/A0.418%
11/9/2023 BIP Wealth LLC25,840$994K0.1%+4.2%0.386%
11/8/2023 HighTower Advisors LLC1,264,550$48.63M0.1%+1.5%18.874%
11/8/2023 KLR Investment Advisors LLC46,870$1.76M1.6%-2.5%0.700%
11/7/2023 Insight Advisors LLC PA72,747$2.80M0.6%+1.2%1.086%
11/7/2023 Great Valley Advisor Group Inc.792,537$30.48M1.3%-0.4%11.829%
11/4/2023 NBC Securities Inc.9,007$346K0.0%N/A0.134%
11/3/2023 Private Advisor Group LLC110,921$4.27M0.0%+23.7%1.656%
10/31/2023 Allworth Financial LP49,324$1.90M0.0%-12.9%0.736%
10/26/2023 Park Avenue Securities LLC8,983$345K0.0%N/A0.134%
10/24/2023 Stratos Wealth Partners LTD.90,014$3.46M0.1%-2.7%1.343%
10/24/2023 Raymond James & Associates58,470$2.25M0.0%+14.3%0.873%
10/20/2023My Legacy Advisors LLC33,276$1.27M0.5%+8.0%0.497%
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10/19/2023 Patriot Financial Group Insurance Agency LLC22,748$875K0.2%+3.4%0.340%
10/17/2023 Financial Enhancement Group LLC58,924$2.30M0.4%-1.0%0.879%
10/10/2023Private Wealth Strategies L.L.C.1,151,817$44.30M10.7%+2.1%17.191%
8/11/2023V Wealth Advisors LLC24,907$966K0.2%+4.0%0.372%
8/10/2023 Private Advisor Group LLC89,664$3.54M0.0%+10.5%1.338%
8/10/2023Cetera Advisor Networks LLC8,295$322K0.0%+43.6%0.124%
8/10/2023Cetera Investment Advisers9,231$358K0.0%+31.6%0.138%
8/8/2023 KLR Investment Advisors LLC48,081$1.86M1.5%+2.5%0.718%
8/7/2023 Insight Advisors LLC PA71,890$2.79M0.6%+36.3%1.073%
8/4/2023Envestnet Asset Management Inc.75,831$2.94M0.0%+4.3%1.132%
8/3/2023 RFG Advisory LLC14,492$562K0.0%-6.7%0.216%
7/31/2023LPL Financial LLC78,183$3.03M0.0%+6.5%1.153%
7/27/2023 BIP Wealth LLC24,809$962K0.1%+95.3%0.366%
7/26/2023 Capital Advisors Ltd. LLC1,768$69K0.0%-43.3%0.026%
7/26/2023 Creative Financial Designs Inc. ADV3,301$128K0.0%+104.8%0.049%
7/25/2023 Raymond James Financial Services Advisors Inc.27,549$1.07M0.0%-6.0%0.406%
7/25/2023 Raymond James & Associates51,163$1.98M0.0%N/A0.755%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC4,622$179K0.0%+11.2%0.068%
7/18/2023 Allworth Financial LP56,597$2.19M0.0%-8.5%0.835%
7/18/2023 Stratos Wealth Partners LTD.92,473$3.59M0.1%-22.3%1.364%
7/17/2023 Patriot Financial Group Insurance Agency LLC22,003$853K0.2%-1.1%0.325%
7/14/2023My Legacy Advisors LLC30,824$1.21M0.5%+9.5%0.455%
7/13/2023 Cabot Wealth Management Inc.83,395$3.23M0.5%+1.7%1.230%
5/17/2023 Financial Enhancement Group LLC61,464$2.26M0.4%-4.4%0.869%
5/15/2023 KLR Investment Advisors LLC46,924$1.76M1.5%N/A0.664%
5/12/2023 HighTower Advisors LLC1,237,809$46.46M0.1%+0.3%17.508%
5/10/2023 Private Advisor Group LLC81,150$3.05M0.0%N/A1.148%
5/10/2023 BIP Wealth LLC12,702$477K0.1%N/A0.180%
5/10/2023LPL Financial LLC73,440$2.76M0.0%-18.0%1.039%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC4,156$156K0.0%N/A0.059%
5/8/2023Private Wealth Strategies L.L.C.1,098,736$41.26M10.4%+0.2%15.541%
5/3/2023 Insight Advisors LLC PA52,744$1.98M0.5%+10.9%0.746%
5/3/2023 Great Valley Advisor Group Inc.774,951$29.10M1.4%-3.2%10.961%
5/2/2023V Wealth Advisors LLC23,941$899K0.2%N/A0.339%
5/1/2023Truadvice LLC12,000$450K0.2%+3.8%0.170%
4/27/2023 Stratos Wealth Partners LTD.118,978$4.47M0.1%+1.0%1.683%
4/25/2023 Zimmermann Investment Management & Planning LLC13,993$525K0.3%-52.2%0.198%
4/20/2023 Patriot Financial Group Insurance Agency LLC22,257$836K0.2%-4.1%0.315%
4/20/2023 Cabot Wealth Management Inc.81,985$3.08M0.5%+11.3%1.160%
4/18/2023 Allworth Financial LP61,867$2.32M0.0%-15.4%0.875%
4/11/2023My Legacy Advisors LLC28,145$1.06M0.5%+6.0%0.443%
4/11/2023 RMR Wealth Builders5,647$212K0.0%-11.8%0.089%
2/21/2023 Insight Advisors LLC PA47,540$1.78M0.6%-32.5%0.000%
2/14/2023Private Wealth Strategies L.L.C.1,096,915$41.23M11.7%+2.6%0.000%
2/10/2023CoreCap Advisors LLC9,925$373K0.0%-3.0%0.000%
2/9/2023 Financial Enhancement Group LLC64,265$2.51M0.5%-0.7%0.000%
2/9/2023 HighTower Advisors LLC1,233,499$46.36M0.1%+7.5%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.29,299$1.10M0.0%-73.3%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.10,960$412K0.0%+85.8%0.000%
2/7/2023My Legacy Advisors LLC26,552$1.04M0.4%-6.1%0.000%
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2/7/2023LPL Financial LLC89,589$3.37M0.0%+191.8%0.000%
2/7/2023IFP Advisors Inc2,219$64K0.0%-27.4%0.000%
2/7/2023Envestnet Asset Management Inc.65,678$2.47M0.0%+13.8%0.000%
2/1/2023 Great Valley Advisor Group Inc.800,332$30.09M1.5%-6.6%0.000%
1/31/2023 Cabot Wealth Management Inc.73,683$2.77M0.5%+2.9%0.000%
1/20/2023Truadvice LLC11,561$447K0.2%-4.5%0.000%
1/20/2023 Zimmermann Investment Management & Planning LLC29,290$1.10M0.6%+62.1%0.000%
1/18/2023 Private Advisor Group LLC52,954$1.92B0.1%+3.3%0.000%
1/17/2023 Patriot Financial Group Insurance Agency LLC23,210$873K0.1%+11.8%0.000%
1/13/2023 Allworth Financial LP73,169$2.75M0.0%+39,883.1%0.000%
(Data available from 1/1/2016 forward)

USMF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USMF shares?

During the previous two years, 43 institutional investors and hedge funds held shares of WisdomTree U.S. Multifactor Fund. The most heavily invested institutionals were Private Wealth Strategies L.L.C. ($49.18M), HighTower Advisors LLC ($48.63M), Great Valley Advisor Group Inc. ($23.54M), Private Advisor Group LLC ($5.12M), Insight Advisors LLC PA ($4.92M), Envestnet Asset Management Inc. ($3.51M), and Cabot Wealth Management Inc. ($3.23M).Learn more on USMF's institutional investors.

Which institutional investors have been buying WisdomTree U.S. Multifactor Fund stock?

Of the 38 institutional investors that purchased WisdomTree U.S. Multifactor Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HighTower Advisors LLC ($263.65K), Great Valley Advisor Group Inc. ($223.10K), Private Advisor Group LLC ($141.25K), Private Wealth Strategies L.L.C. ($86.51K), Insight Advisors LLC PA ($80.80K), Allworth Financial LP ($79.27K), and LPL Financial LLC ($63.63K).

How much institutional buying is happening at WisdomTree U.S. Multifactor Fund?

Institutional investors have bought a total of 1,396,381 shares in the last 24 months. This purchase volume represents approximately $53.29M in transactions.

Which WisdomTree U.S. Multifactor Fund major shareholders have been selling company stock?

Of the 25 institutional investors that sold WisdomTree U.S. Multifactor Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Great Valley Advisor Group Inc. ($317.29K), Raymond James Financial Services Advisors Inc. ($87.94K), Stratos Wealth Partners LTD. ($69.30K), Private Wealth Strategies L.L.C. ($41.98K), Financial Enhancement Group LLC ($34.36K), Allworth Financial LP ($23.85K), and My Legacy Advisors LLC ($23.18K).

How much institutional selling is happening at WisdomTree U.S. Multifactor Fund?

Institutional investors have sold a total of 760,487 shares in the last 24 months. This volume of shares sold represents approximately $30.35M in transactions.


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This page (BATS:USMF) was last updated on 5/10/2024 by MarketBeat.com Staff

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