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Wisdomtree US Multifactor FU (USMF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
HighTower Advisors, LLC
DECREASED
Shares1,364,550 from 1,366,387
Change-1,837 (0%)
Value$71.1M (-$3.0M)
Filed 2026-11-10
Lido Advisors, LLC
INCREASED
Shares538,417 from 5,048
Change+533,369 (+10566%)
Value$28.0M (+$27.8M)
Filed 2026-11-04
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares191,528 from 192,415
Change-887 (0%)
Value$10.0M (-$460.5K)
Filed 2026-10-29
LPL Financial LLC
DECREASED
Shares179,440 from 198,528
Change-19,088 (-10%)
Value$9.3M (-$1.4M)
Filed 2026-11-06
Team Financial Group, LLC
DECREASED
Shares158,356 from 285,798
Change-127,442 (-45%)
Value$8.2M (-$7.3M)
Filed 2026-10-30
Great Valley Advisor Group, Inc.
DECREASED
Shares54,095 from 92,605
Change-38,510 (-42%)
Value$2.8M (-$2.2M)
Filed 2026-11-09
Allworth Financial LP
UNCHANGED
Shares37,215 from 37,215
Change0 (0%)
Value$2.0M ($0)
Filed 2026-11-06
Archer Investment Management, LLC
DECREASED
Shares21,666 from 24,356
Change-2,690 (-11%)
Value$1.1M (-$192.5K)
Filed 2026-10-13
WealthPoint Financial, LLC
DECREASED
Shares16,346 from 16,724
Change-378 (-2%)
Value$851.5K (-$55.7K)
Filed 2026-11-03
Merit Financial Group, LLC
DECREASED
Shares15,341 from 21,404
Change-6,063 (-28%)
Value$799.1K (-$361.8K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
UNCHANGED
Shares15,272 from 15,272
Change0 (0%)
Value$795.5K (-$32.9K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares14,655 from 14,223
Change+432 (+3%)
Value$763.4K (-$8.1K)
Filed 2026-11-02
Beacon Financial Advisory LLC
DECREASED
Shares12,327 from 13,798
Change-1,471 (-11%)
Value$642.1K (-$106.3K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares11,431 from 11,429
Change+2 (+0%)
Value$595 (-$619.4K)
Filed 2026-11-02
United Advisor Group, LLC
DECREASED
Shares9,634 from 13,863
Change-4,229 (-31%)
Value$501.9K (-$250.1K)
Filed 2026-11-03
TopTier Wealth Management, LLC
DECREASED
Shares8,824 from 8,872
Change-48 (-1%)
Value$459.6K (-$21.6K)
Filed 2026-10-16
Columbia Advisory Partners LLC
DECREASED
Shares8,240 from 10,868
Change-2,628 (-24%)
Value$429.2K (-$160.3K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares6,508 from 7,205
Change-697 (-10%)
Value$339.0K (-$51.9K)
Filed 2026-11-02
World Equity Group, Inc.
INCREASED
Shares6,205 from 6,170
Change+35 (+1%)
Value$323.2K (-$11.5K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,232 from 5,120
Change+112 (+2%)
Value$277.0K (+$2.5K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares4,519 from 5,084
Change-565 (-11%)
Value$235.4K (-$40.3K)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares4,508 from 4,505
Change+3 (+0%)
Value$234.8K (-$9.5K)
Filed 2026-10-08
Lanark Financial, Inc.
INCREASED
Shares3,376 from 3,355
Change+21 (+1%)
Value$175.8K (-$6.2K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares1,601 from 1,597
Change+4 (+0%)
Value$83.4K (-$3.2K)
Filed 2026-11-04
Geneos Wealth Management Inc.
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$30.8K (-$1.3K)
Filed 2026-11-09
Nuveen, LLC
NEW
Shares338
Change+338
Value$17.6K
Filed 2026-11-10
Capital Advisors, Ltd. LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$12 (-$1)
Filed 2026-10-27
AlphaCore Capital LLC
NEW
Shares173
Change+173
Value$9.0K
Filed 2026-11-04
Planning Strategies Inc.
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$5.1K (-$209)
Filed 2026-10-02
Financial Enhancement Group LLC
CLOSED
Shares0 from 5,807
Change-5,807 (-100%)
Value$0 (-$315.0K)
Filed 2026-10-08
Bison Wealth, LLC
CLOSED
Shares0 from 4,742
Change-4,742 (-100%)
Value$0 (-$252.9K)
Filed 2026-10-13
BIP Wealth, LLC
CLOSED
Shares0 from 4,206
Change-4,206 (-100%)
Value$0 (-$228.1K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 3,819
Change-3,819 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-16
RMR Wealth Builders
CLOSED
Shares0 from 3,704
Change-3,704 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-22
Hughes Financial Services, LLC
CLOSED
Shares0 from 996
Change-996 (-100%)
Value$0 (-$54.0K)
Filed 2026-10-30
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 671
Change-671 (-100%)
Value$0 (-$36.4K)
Filed 2026-11-06
Bluespring Wealth Management, LLC
N/A
Shares— from 594,894
Change-594,894 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 139,075
Change-139,075 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 100,409
Change-100,409 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 82,649
Change-82,649 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 60,076
Change-60,076 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 47,669
Change-47,669 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 42,404
Change-42,404 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 34,736
Change-34,736 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 32,290
Change-32,290 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 30,885
Change-30,885 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 28,500
Change-28,500 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 26,377
Change-26,377 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 25,904
Change-25,904 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 22,109
Change-22,109 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,774
Change-21,774 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20,630
Change-20,630 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 17,530
Change-17,530 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 16,594
Change-16,594 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,542
Change-15,542 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,272
Change-15,272 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 14,191
Change-14,191 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10,941
Change-10,941 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,911
Change-8,911 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 8,686
Change-8,686 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,461
Change-8,461 (-100%)
Value—
&partners
N/A
Shares— from 7,919
Change-7,919 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,488
Change-7,488 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,832
Change-4,832 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,757
Change-3,757 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,484
Change-3,484 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 583
Change-583 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 483
Change-483 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 196
Change-196 (-100%)
Value—
UBS Group AG
N/A
Shares— from 173
Change-173 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 101
Change-101 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 31
Change-31 (-100%)
Value—
Status
HighTower Advisors, LLC
DECREASED1,364,5501,366,387-1,8370%$74.1M$71.1M-$3.0M2026-11-10
Lido Advisors, LLC
INCREASED538,4175,048+533,369+10566%$273.9K$28.0M+$27.8M2026-11-04
Walled Lake Planning & Wealth Management, LLC
DECREASED191,528192,415-8870%$10.4M$10.0M-$460.5K2026-10-29
LPL Financial LLC
DECREASED179,440198,528-19,088-10%$10.8M$9.3M-$1.4M2026-11-06
Team Financial Group, LLC
DECREASED158,356285,798-127,442-45%$15.5M$8.2M-$7.3M2026-10-30
Great Valley Advisor Group, Inc.
DECREASED54,09592,605-38,510-42%$5.0M$2.8M-$2.2M2026-11-09
Allworth Financial LP
UNCHANGED37,21537,21500%$2.0M$2.0M$02026-11-06
Archer Investment Management, LLC
DECREASED21,66624,356-2,690-11%$1.3M$1.1M-$192.5K2026-10-13
WealthPoint Financial, LLC
DECREASED16,34616,724-378-2%$907.2K$851.5K-$55.7K2026-11-03
Merit Financial Group, LLC
DECREASED15,34121,404-6,063-28%$1.2M$799.1K-$361.8K2026-11-06
Axxcess Wealth Management, LLC
UNCHANGED15,27215,27200%$828.4K$795.5K-$32.9K2026-10-21
Kestra Advisory Services, LLC
INCREASED14,65514,223+432+3%$771.5K$763.4K-$8.1K2026-11-02
Beacon Financial Advisory LLC
DECREASED12,32713,798-1,471-11%$748.4K$642.1K-$106.3K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED11,43111,429+2+0%$620.0K$595-$619.4K2026-11-02
United Advisor Group, LLC
DECREASED9,63413,863-4,229-31%$752.0K$501.9K-$250.1K2026-11-03
TopTier Wealth Management, LLC
DECREASED8,8248,872-48-1%$481.2K$459.6K-$21.6K2026-10-16
Columbia Advisory Partners LLC
DECREASED8,24010,868-2,628-24%$589.5K$429.2K-$160.3K2026-10-15
Commonwealth Equity Services, LLC
DECREASED6,5087,205-697-10%$390.9K$339.0K-$51.9K2026-11-02
World Equity Group, Inc.
INCREASED6,2056,170+35+1%$334.7K$323.2K-$11.5K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED5,2325,120+112+2%$274.5K$277.0K+$2.5K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED4,5195,084-565-11%$275.8K$235.4K-$40.3K2026-11-06
CoreCap Advisors, LLC
INCREASED4,5084,505+3+0%$244.4K$234.8K-$9.5K2026-10-08
Lanark Financial, Inc.
INCREASED3,3763,355+21+1%$182.0K$175.8K-$6.2K2026-10-26
Creative Financial Designs Inc
INCREASED1,6011,597+4+0%$86.6K$83.4K-$3.2K2026-11-04
Geneos Wealth Management Inc.
UNCHANGED59159100%$32.1K$30.8K-$1.3K2026-11-09
Nuveen, LLC
NEW338—+338——$17.6K—2026-11-10
Capital Advisors, Ltd. LLC
UNCHANGED23323300%$13$12-$12026-10-27
AlphaCore Capital LLC
NEW173—+173——$9.0K—2026-11-04
Planning Strategies Inc.
UNCHANGED979700%$5.3K$5.1K-$2092026-10-02
Financial Enhancement Group LLC
CLOSED05,807-5,807-100%$315.0K$0-$315.0K2026-10-08
Bison Wealth, LLC
CLOSED04,742-4,742-100%$252.9K$0-$252.9K2026-10-13
BIP Wealth, LLC
CLOSED04,206-4,206-100%$228.1K$0-$228.1K2026-10-22
Concurrent Investment Advisors, LLC
CLOSED03,819-3,819-100%$207.2K$0-$207.2K2026-10-16
RMR Wealth Builders
CLOSED03,704-3,704-100%$200.9K$0-$200.9K2026-10-22
Hughes Financial Services, LLC
CLOSED0996-996-100%$54.0K$0-$54.0K2026-10-30
Institute for Wealth Management, Llc.
CLOSED0671-671-100%$36.4K$0-$36.4K2026-11-06
Bluespring Wealth Management, LLC
N/A—594,894-594,894-100%$32.3M———
Wells Fargo & Company
N/A—139,075-139,075-100%$7.5M———
Cetera Investment Advisers
N/A—100,409-100,409-100%$5.4M———
Evolve Private Wealth, LLC
N/A—82,649-82,649-100%$4.5M———
NewEdge Advisors, LLC
N/A—60,076-60,076-100%$3.3M———
Morgan Stanley
N/A—47,669-47,669-100%$2.6M———
Raymond James Financial Inc
N/A—42,404-42,404-100%$2.3M———
Private Advisor Group, LLC
N/A—34,736-34,736-100%$1.9M———
Stratos Wealth Partners, Ltd.
N/A—32,290-32,290-100%$1.8M———
Goldman Sachs Group Inc
N/A—30,885-30,885-100%$1.7M———
Northwestern Mutual Wealth Management Co
N/A—28,500-28,500-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—26,377-26,377-100%$1.4M———
Two Sigma Investments, LP
N/A—25,904-25,904-100%$1.4M———
WCG Wealth Advisors LLC
N/A—22,109-22,109-100%$1.2M———
Susquehanna International Group, LLP
N/A—21,774-21,774-100%$1.2M———
JPMorgan Chase & Co
N/A—20,630-20,630-100%$1.1M———
IHT Wealth Management, LLC
N/A—17,530-17,530-100%$950.9K———
Envestnet Asset Management Inc
N/A—16,594-16,594-100%$900.1K———
Summit Financial, LLC
N/A—15,542-15,542-100%$843.1K———
Osaic Holdings, Inc.
N/A—15,272-15,272-100%$828.3K———
Modern Wealth Management, LLC
N/A—14,191-14,191-100%$769.8K———
Keating Financial Advisory Services, Inc.
N/A—10,941-10,941-100%$593.5K———
Quantinno Capital Management LP
N/A—8,911-8,911-100%$483.4K———
UBS Asset Management Americas LLC
N/A—8,686-8,686-100%$471.2K———
Citadel Advisors LLC
N/A—8,461-8,461-100%$459.0K———
&partners
N/A—7,919-7,919-100%$429.5K———
Jane Street Group, LLC
N/A—7,488-7,488-100%$406.2K———
Mutual Advisors, LLC
N/A—4,960-4,960-100%$269.1K———
Flow Traders U.S. LLC
N/A—4,832-4,832-100%$262.0K———
Arkadios Wealth Advisors
N/A—3,757-3,757-100%$203.8K———
Centaurus Financial, Inc.
N/A—3,484-3,484-100%$189.0K———
Royal Bank of Canada
N/A—2,210-2,210-100%$120.0K———
FMR LLC
N/A—1,749-1,749-100%$94.9K———
BFC Planning, Inc.
N/A—583-583-100%$31.6K———
AE Wealth Management LLC
N/A—483-483-100%$26.2K———
Regatta Research & Money Management
N/A—196-196-100%$10.6K———
UBS Group AG
N/A—173-173-100%$9.4K———
Vanguard Advisers Inc
N/A—101-101-100%$5.5K———
Smartleaf Asset Management LLC
N/A—92-92-100%$4.9K———
SHP Wealth Management
N/A—31-31-100%$1.7K———
Showing 76 of 76 institutions