WISDOMTREE TR (USMF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
70
Reporting holders
$209.0M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | $74.1M | 1,366,387 | 0.07% | 22q | HELD |
| Bluespring Wealth Management, LLC | $32.3M | 594,894 | 0.62% | 6q | +31.6%+$7.7M |
| Team Financial Group, LLC | $15.5M | 285,798 | 6.58% | 12q | -22.0%-$4.4M |
| LPL Financial LLC | $10.8M | 198,528 | 0.00% | 26q | -12.2%-$1.5M |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $10.4M | 192,415 | 2.63% | 2q | -46.3%-$9.0M |
| WELLS FARGO & COMPANY/MN | $7.5M | 139,075 | 0.00% | 23q | -56.8%-$9.9M |
| Cetera Investment Advisers | $5.4M | 100,409 | 0.00% | 10q | -3.2%-$180.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $5.0M | 92,605 | 0.08% | 18q | -85.5%-$29.6M |
| EVOLVE PRIVATE WEALTH, LLC | $4.5M | 82,649 | 0.27% | 3q | +3.9%+$169.3K |
| NewEdge Advisors, LLC | $3.3M | 60,076 | 0.01% | 15q | -3.5%-$117.8K |
| MORGAN STANLEY | $2.6M | 47,669 | 0.00% | 25q | -3.9%-$104.5K |
| Merit Financial Group, LLC | $2.3M | 42,807 | 0.01% | 3q | -34.9%-$1.2M |
| RAYMOND JAMES FINANCIAL INC | $2.3M | 42,404 | 0.00% | 7q | -9.0%-$228.3K |
| Allworth Financial LP | $2.0M | 37,215 | 0.01% | 16q | -1.5%-$30.3K |
| Private Advisor Group, LLC | $1.9M | 34,736 | 0.01% | 23q | -6.8%-$137.9K |
| Stratos Wealth Partners, LTD. | $1.8M | 32,290 | 0.02% | 15q | HELD |
| GOLDMAN SACHS GROUP INC | $1.7M | 30,885 | 0.00% | 2q | +148.8%+$1.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 28,500 | 0.00% | 16q | -6.3%-$104.7K |
| Integrated Wealth Concepts LLC | $1.4M | 26,377 | 0.01% | 2q | -25.8%-$497.8K |
| TWO SIGMA INVESTMENTS, LP | $1.4M | 25,904 | 0.00% | 4q | +311.2%+$1.1M |
| Archer Investment Management, LLC | $1.3M | 24,356 | 0.45% | 7q | -7.6%-$109.1K |
| WCG Wealth Advisors LLC | $1.2M | 22,109 | 0.03% | 12q | -17.3%-$250.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 21,774 | 0.00% | 3q | -42.9%-$887.6K |
| JPMORGAN CHASE & CO | $1.1M | 20,630 | 0.00% | 15q | -28.3%-$437.9K |
| IHT Wealth Management, LLC | $950.9K | 17,530 | 0.02% | 5q | +20.6%+$162.5K |
| WealthPoint Financial, LLC | $907.2K | 16,724 | 0.66% | 3q | -11.1%-$113.2K |
| ENVESTNET ASSET MANAGEMENT INC | $900.1K | 16,594 | 0.00% | 31q | +39.3%+$253.8K |
| Summit Financial, LLC | $843.1K | 15,542 | 0.01% | 4q | -5.4%-$47.7K |
| AXXCESS WEALTH MANAGEMENT, LLC | $828.4K | 15,272 | 0.01% | 19q | HELD |
| OSAIC HOLDINGS, INC. | $828.3K | 15,272 | 0.00% | 26q | -27.9%-$320.8K |
| Kestra Advisory Services, LLC | $771.5K | 14,223 | 0.00% | 5q | +6.6%+$47.9K |
| Modern Wealth Management, LLC | $769.8K | 14,191 | 0.01% | 6q | HELD |
| United Advisor Group, LLC | $752.0K | 13,863 | 0.08% | 4q | -7.6%-$62.2K |
| Beacon Financial Advisory LLC | $748.4K | 13,798 | 0.15% | 9q | -2.3%-$17.8K |
| Keating Financial Advisory Services, Inc. | $593.5K | 10,941 | 0.08% | 3q | -69.9%-$1.4M |
| COLUMBIA ADVISORY PARTNERS LLC | $589.5K | 10,868 | 0.33% | 7q | -3.3%-$19.9K |
| Quantinno Capital Management LP | $483.4K | 8,911 | 0.00% | new | NEW |
| TopTier Wealth Management, LLC | $481.2K | 8,872 | 0.29% | 3q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $471.2K | 8,686 | 0.00% | 2q | HELD |
| CITADEL ADVISORS LLC | $458.9K | 8,461 | 0.00% | 2q | -63.5%-$799.7K |
| &PARTNERS | $429.5K | 7,919 | 0.00% | 3q | -34.2%-$223.0K |
| JANE STREET GROUP, LLC | $406.2K | 7,488 | 0.00% | 3q | +16.2%+$56.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $390.9K | 7,205 | 0.00% | 8q | -9.0%-$38.6K |
| WORLD EQUITY GROUP, INC. | $334.7K | 6,170 | 0.07% | 5q | +1.2%+$4.1K |
| Financial Enhancement Group LLC | $315.0K | 5,807 | 0.04% | 31q | +1.0%+$3.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $275.8K | 5,084 | 0.00% | 8q | -82.7%-$1.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $274.5K | 5,120 | 0.00% | 9q | HELD |
| Lido Advisors, LLC | $273.9K | 5,048 | 0.00% | 7q | -99.3%-$36.3M |
| Mutual Advisors, LLC | $269.1K | 4,960 | 0.01% | 5q | HELD |
| Bison Wealth, LLC | $252.9K | 4,742 | 0.02% | 3q | HELD |
| CoreCap Advisors, LLC | $244.4K | 4,505 | 0.01% | 18q | -10.0%-$27.0K |
| BIP Wealth, LLC | $228.1K | 4,206 | 0.01% | 14q | -47.0%-$202.4K |
| Concurrent Investment Advisors, LLC | $207.2K | 3,819 | 0.00% | 7q | -43.7%-$160.9K |
| Arkadios Wealth Advisors | $203.8K | 3,757 | 0.00% | 6q | -46.0%-$173.9K |
| RMR Wealth Builders | $200.9K | 3,704 | 0.01% | new | NEW |
| LANARK FINANCIAL, INC. | $182.0K | 3,355 | 0.01% | 12q | +3.6%+$6.4K |
| ROYAL BANK OF CANADA | $120.0K | 2,210 | 0.00% | 30q | +2.2%+$2.6K |
| FMR LLC | $94.9K | 1,749 | 0.00% | 6q | +156.1%+$57.8K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $86.6K | 1,597 | 0.00% | 21q | HELD |
| Hughes Financial Services, LLC | $54.0K | 996 | 0.01% | 6q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $37.4K | 690 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $36.4K | 671 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $32.1K | 591 | 0.00% | 9q | +145.2%+$19.0K |
| AE Wealth Management LLC | $26.2K | 483 | 0.00% | 7q | -2.4% |
| Regatta Research & Money Management | $10.6K | 196 | 0.01% | new | FIRST |
| UBS Group AG | $9.4K | 173 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $5.5K | 101 | 0.00% | 2q | HELD |
| Planning Strategies Inc. | $5.3K | 97 | 0.00% | new | FIRST |
| Smartleaf Asset Management LLC | $4.9K | 92 | 0.00% | 11q | HELD |
| SHP Wealth Management | $1.7K | 31 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 22,858 | 0.00% | 23q | +67.6% |
| FLOW TRADERS U.S. LLC | $262 | 4,832 | 0.01% | 2q | -14.1% |
| CENTAURUS FINANCIAL, INC. | $189 | 3,484 | 0.01% | 5q | -47.0% |
| Capital Advisors, Ltd. LLC | $13 | 233 | 0.00% | 26q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 70 | $209.0M | 3,852,806 | 5 | 14 | 35 | 0.0% |
| Q1 2026 | 68 | $276.1M | 5,589,603 | 6 | 16 | 32 | 0.0% |
| Q4 2025 | 67 | $303.5M | 5,905,572 | 7 | 13 | 30 | 0.0% |
| Q3 2025 | 60 | $305.4M | 5,844,213 | 8 | 19 | 27 | 0.0% |
| Q2 2025 | 61 | $324.4M | 6,332,473 | 6 | 20 | 26 | 0.0% |
| Q1 2025 | 60 | $295.3M | 5,954,948 | 10 | 17 | 26 | 0.0% |
| Q4 2024 | 57 | $349.7M | 7,033,800 | 10 | 12 | 22 | 0.0% |
| Q3 2024 | 50 | $189.8M | 3,892,161 | 9 | 20 | 12 | 0.0% |
| Q2 2024 | 46 | $224.3M | 4,911,058 | 8 | 16 | 16 | 0.5% |
| Q1 2024 | 43 | $222.1M | 4,749,198 | 3 | 16 | 17 | 0.5% |
| Q4 2023 | 44 | $188.8M | 4,465,594 | 8 | 14 | 13 | 0.5% |
| Q3 2023 | 38 | $184.9M | 4,808,504 | 1 | 19 | 11 | 0.0% |
| Q2 2023 | 39 | $171.1M | 4,409,427 | 3 | 17 | 15 | 0.0% |
| Q1 2023 | 39 | $168.6M | 4,490,763 | 3 | 16 | 10 | 0.0% |
| Q4 2022 | 39 | $161.8M | 4,301,953 | 4 | 17 | 13 | 0.0% |
| Q3 2022 | 49 | $140.1M | 4,098,550 | 7 | 21 | 10 | 0.0% |
| Q2 2022 | 46 | $143.2M | 3,903,174 | 5 | 14 | 15 | 1.2% |
| Q1 2022 | 43 | $154.7M | 3,778,746 | 8 | 14 | 13 | 0.0% |
| Q4 2021 | 37 | $121.1M | 2,885,029 | 3 | 16 | 6 | 0.0% |
| Q3 2021 | 32 | $103.7M | 2,662,162 | 4 | 16 | 4 | 0.0% |
| Q2 2021 | 32 | $98.6M | 2,505,791 | 4 | 11 | 9 | 0.0% |
| Q1 2021 | 33 | $93.1M | 2,457,288 | 6 | 9 | 11 | 0.0% |
| Q4 2020 | 29 | $76.7M | 2,181,738 | 4 | 11 | 8 | 0.0% |
| Q3 2020 | 27 | $89.8M | 2,866,652 | 0 | 9 | 10 | 0.0% |
| Q2 2020 | 31 | $81.4M | 2,727,579 | 4 | 8 | 14 | 0.0% |
| Q1 2020 | 34 | $77.0M | 3,135,346 | 7 | 7 | 14 | 0.0% |
| Q4 2019 | 38 | $110.3M | 3,460,081 | 7 | 13 | 8 | 0.0% |
| Q3 2019 | 33 | $67.9M | 2,236,897 | 4 | 14 | 11 | 0.0% |
| Q2 2019 | 33 | $58.0M | 1,929,041 | 6 | 15 | 7 | 0.0% |
| Q1 2019 | 33 | $77.4M | 2,670,346 | 9 | 13 | 8 | 0.0% |
| Q4 2018 | 27 | $35.5M | 1,335,527 | 1 | 0 | 0 | 0.0% |