WisdomTree U.S. Multifactor Fund
USMF • BATS
WisdomTree U.S. Multifactor Fund is an exchange-traded fund on BATS. As of Q3 2025, 65 institutional investors hold shares in this ETF, with total holdings valued at $312.5M. HighTower Advisors, LLC is the largest holder with a position valued at $69.9M.
Overview
Overview of institutional ownership in USMF as of Q3 2025
All Institutions
- Institutions
- 65
- Value Held
- $312.5M
- Shares Held
- 6.0M
- Avg Position
- $4.8M
- Median Position
- $782.2K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $2.3M
- Shares Held
- 44.8K
- Avg Position
- $1.2M
- Median Position
- $1.2M
Biggest Investors
Institutions with the largest positions in USMF as of Q3 2025
| Institution | Position Value |
|---|---|
 HighTower Advisors, LLC RIA/Wealth | $69.9M 0.08% of portfolio |
 Lido Advisors, LLC RIA/Wealth | $40.0M 0.17% of portfolio |
 GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | $29.4M 0.59% of portfolio |
S SNS Financial Group, LLC Institution | $23.0M 2.00% of portfolio |
T Team Financial Group, LLC Institution | $21.2M 9.83% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $18.8M 0.01% of portfolio |
L LPL Financial LLC Institution | $12.9M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $10.9M 0.00% of portfolio |
 Archer Investment Management, LLC RIA/Wealth | $8.5M 5.24% of portfolio |
 COLUMBIA ADVISORY PARTNERS LLC RIA/Wealth | $8.4M 5.80% of portfolio |
Net Capital Flow
Institutional buying and selling activity for USMF in Q3 2025
- Traded
- −$25.9M
- Buyers
- 29
- Sellers
- 38
- Total Bought
- +$12.6M
- Total Sold
- −$38.6M
- Avg Position
- $4.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Cetera Investment Advisers RIA/Wealth | +$2.1M +39.8K shares |
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | +$1.6M +31.5K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$1.6M +29.8K shares |
 United Advisor Group, LLC RIA/Wealth | +$995.5K +19.0K shares |
S SNS Financial Group, LLC Institution | +$940.5K +18.0K shares |
 Summit Financial, LLC RIA/Wealth | +$890.6K +17.0K shares |
HighTower Advisors, LLC RIA/Wealth | +$881.6K +16.9K shares |
Archer Investment Management, LLC RIA/Wealth | +$688.8K +13.2K shares |
WELLS FARGO & COMPANY/MN Institution | +$599.5K +11.5K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$507.6K +9.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
S Systelligence, LLC Institution | −$11.8M −229.5K shares |
L LPL Financial LLC Institution | −$6.8M −129.7K shares |
 WJ Wealth Management, LLC RIA/Wealth | −$5.6M −108.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$3.3M −63.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.9M −37.3K shares |
Lido Advisors, LLC RIA/Wealth | −$1.5M −28.0K shares |
A ATRIA INVESTMENTS LLC Institution | −$1.4M −27.6K shares |
D Defined Financial Planning LLC RIA/Wealth | −$1.3M −25.1K shares |
 CWM, LLC RIA/Wealth | −$977.9K −18.7K shares |
P | −$774.8K −15.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited USMF in Q3 2025
- New Positions
- 5
- New Value
- $3.9M
- Exited Positions
- 9
- Exited Value
- $21.1M
New Positions
| Institution | Position Value |
|---|---|
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $1.6M 29.8K shares |
United Advisor Group, LLC RIA/Wealth | $995.5K 19.0K shares |
Summit Financial, LLC RIA/Wealth | $890.6K 17.0K shares |
 Soltis Investment Advisors LLC RIA/Wealth | $276.8K 5.3K shares |
F FMA Wealth Management, LLC RIA/Wealth | $209.6K 4.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
S Systelligence, LLC Institution | $11.8M 229.5K shares |
WJ Wealth Management, LLC RIA/Wealth | $5.6M 108.9K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.9M 37.3K shares |
P | $774.8K 15.1K shares |
 Armis Advisers, LLC RIA/Wealth | $579.4K 11.3K shares |
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | $375.8K 7.3K shares |
 BANK OF AMERICA CORP /DE/ Institution | $83.9K 1.6K shares |
 IFP Advisors, Inc RIA/Wealth | $9.1K 178.0 shares |
 Transce3nd, LLC RIA/Wealth | $7.9K 154.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in USMF as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with USMF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
T Team Financial Group, LLC Institution | 9.83% $21.2M |
COLUMBIA ADVISORY PARTNERS LLC RIA/Wealth | 5.80% $8.4M |
Archer Investment Management, LLC RIA/Wealth | 5.24% $8.5M |
D Defined Financial Planning LLC RIA/Wealth | 3.53% $4.2M |
S SNS Financial Group, LLC Institution | 2.00% $23.0M |
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | 0.59% $29.4M |
F Financial Enhancement Group LLC RIA/Wealth | 0.39% $2.9M |
B Beacon Financial Advisory LLC RIA/Wealth | 0.21% $893.6K |
 Quartz Partners, LLC RIA/Wealth | 0.18% $484.8K |
Lido Advisors, LLC RIA/Wealth | 0.17% $40.0M |
Hedge Fund Spotlight
Discover hedge funds investing in USMF
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
Position in WisdomTree U.S. Multifactor Fund
- Market Value
- $1.6M
- Shares Held
- 29.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
