Who Owns USMF?
WisdomTree U.S. Multifactor Fund — Institutional Ownership & 13F Holdings
$50.89
-0.20 (-0.39%)
Market Cap
$374.9M
Shares Outstanding
6,848,111
Institutional Holders
63
Total Inst. Value
$933.7M
% of Float Held
—
QoQ Holder Change
+29
Institutional data as of Q1 2025
New Positions
17
Closed Positions
9
Increased
17
Decreased
22
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $710.9M | 14,326 |
| 2 | HighTower Advisors, LLC | $65.1M | 1,311,921 |
| 3 | GREAT VALLEY ADVISOR GROUP, INC. | $24.3M | 490,480 |
| 4 | RAYMOND JAMES FINANCIAL INC | $20.7M | 416,931 |
| 5 | SNS Financial Group, LLCNew | $19.1M | 384,294 |
| 6 | Team Financial Group, LLCNew | $18.6M | 375,774 |
| 7 | Archer Investment Management, LLCNew | $9.9M | 199,906 |
| 8 | WELLS FARGO & COMPANY/MN | $9.4M | 189,215 |
| 9 | WJ Wealth Management, LLCNew | $8.9M | 180,073 |
| 10 | COLUMBIA ADVISORY PARTNERS LLCNew | $7.0M | 140,589 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +4K | $710.9M |
| HighTower Advisors, LLC | +24K | $65.1M |
| GREAT VALLEY ADVISOR GROUP, INC. | +32K | $24.3M |
| RAYMOND JAMES FINANCIAL INC | +74K | $20.7M |
| SNS Financial Group, LLCNew | +384K | $19.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Lido Advisors, LLC | -1.5M | $41K |
| Private Advisor Group, LLC | -105K | $506K |
| Cetera Investment Advisers | -73K | $2.3M |
| Smartleaf Asset Management LLC | -73K | $43K |
| Insight Advisors, LLC/ PA | -50K | $4.7M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold USMF?
As of Q1 2025, 63 institutional investors report holding USMF (WisdomTree U.S. Multifactor Fund) in their 13F filings.
Which hedge fund owns the most USMF?
The largest institutional holder of USMF is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $710.9M in shares.
Are institutions buying or selling USMF?
This quarter, 17 institutions opened new positions in USMF and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.