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Wisdomtree US Multifactor FU (USMF)

CUSIP: 97717Y857 | NYSE | 184 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Lido Advisors, LLC538,417
0.1% of portfolio›$28.0M
Walled Lake Planning & Wealth Management, LLC191,528
2.4% of portfolio›$10.0M
LPL Financial LLC179,440
0.0% of portfolio›$9.3M
Team Financial Group, LLC158,356
3.3% of portfolio›$8.2M
Allworth Financial LP37,215
0.0% of portfolio›$2.0M
Archer Investment Management, LLC21,666
0.4% of portfolio›$1.1M
WealthPoint Financial, LLC16,346
0.6% of portfolio›$851.5K
Merit Financial Group, LLC15,341
0.0% of portfolio›$799.1K
Axxcess Wealth Management, LLC15,272
0.0% of portfolio›$795.5K
Kestra Advisory Services, LLC14,655
0.0% of portfolio›$763.4K
Beacon Financial Advisory LLC12,327
0.1% of portfolio›$642.1K
Cambridge Investment Research Advisors, Inc.11,431
0.0% of portfolio›$595
United Advisor Group, LLC9,634
0.0% of portfolio›$501.9K
TopTier Wealth Management, LLC8,824
0.3% of portfolio›$459.6K
Columbia Advisory Partners LLC8,240
0.2% of portfolio›$429.2K
Commonwealth Equity Services, LLC6,508
0.0% of portfolio›$339.0K
World Equity Group, Inc.6,205
0.1% of portfolio›$323.2K
Wealth Enhancement Advisory Services, LLC5,232
0.0% of portfolio›$277.0K
Kestra Private Wealth Services, LLC4,519
0.0% of portfolio›$235.4K
CoreCap Advisors, LLC4,508
0.0% of portfolio›$234.8K
Lanark Financial, Inc.3,376
0.0% of portfolio›$175.8K
Creative Financial Designs Inc1,601
0.0% of portfolio›$83.4K
Capital Advisors, Ltd. LLC233
0.0% of portfolio›$12
AlphaCore Capital LLC173
0.0% of portfolio›$9.0K
Planning Strategies Inc.97
0.0% of portfolio›$5.1K
StyleTurnoverLocationFiled
Lido Advisors, LLC
538,417$28.0M0.1%GrowthLowLos Angeles, CA2026-11-04
Walled Lake Planning & Wealth Management, LLC
191,528$10.0M2.4%ETFLowHighland Park, IL2026-10-29
LPL Financial LLC
179,440$9.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Team Financial Group, LLC
158,356$8.2M3.3%ETFLowTemecula, CA2026-10-30
Allworth Financial LP
37,215$2.0M0.0%IndexLowFolsom, CA2026-11-06
Archer Investment Management, LLC
21,666$1.1M0.4%ETFHighAustin, TX2026-10-13
WealthPoint Financial, LLC
16,346$851.5K0.6%ETFMediumCramerton, NC2026-11-03
Merit Financial Group, LLC
15,341$799.1K0.0%ETFLowAlpharetta, GA2026-11-06
Axxcess Wealth Management, LLC
15,272$795.5K0.0%CoreLowCarlsbad, CA2026-10-21
Kestra Advisory Services, LLC
14,655$763.4K0.0%CoreLowAustin, TX2026-11-02
Beacon Financial Advisory LLC
12,327$642.1K0.1%ETFLowCleveland, OH2026-10-16
Cambridge Investment Research Advisors, Inc.
11,431$5950.0%ETFLowFairfield, IA2026-11-02
United Advisor Group, LLC
9,634$501.9K0.0%ETFLowCincinnati, OH2026-11-03
TopTier Wealth Management, LLC
8,824$459.6K0.3%ETFVery LowMuskego, WI2026-10-16
Columbia Advisory Partners LLC
8,240$429.2K0.2%ETFMediumSpokane, WA2026-10-15
Commonwealth Equity Services, LLC
6,508$339.0K0.0%ETFLowWaltham, MA2026-11-02
World Equity Group, Inc.
6,205$323.2K0.1%GrowthMediumSchaumburg, IL2026-10-14
Wealth Enhancement Advisory Services, LLC
5,232$277.0K0.0%CoreLowPlymouth, MN2026-10-13
Kestra Private Wealth Services, LLC
4,519$235.4K0.0%GrowthLowAustin, TX2026-11-06
CoreCap Advisors, LLC
4,508$234.8K0.0%ETFMediumSouthfield, MI2026-10-08
Lanark Financial, Inc.
3,376$175.8K0.0%CoreMediumBirmingham, AL2026-10-26
Creative Financial Designs Inc
1,601$83.4K0.0%ETFMediumKokomo, IN2026-11-04
Capital Advisors, Ltd. LLC
233$120.0%ETFLowShaker Heights, OH2026-10-27
AlphaCore Capital LLC
173$9.0K0.0%ETFLowLa Jolla, CA2026-11-04
Planning Strategies Inc.
97$5.1K0.0%ETFN/ALancaster, PA2026-10-02