/

Macro Radar Buy/Sell Trends Sector Rotation Portfolio Updates Institutions Guru Portfolios Insider Trades Smart Money Form 144 Pre-Sale 13D/13G Ownership 8-K Events Watchlist About Settings Login

/

Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

USMF

USMF 13F Positioning & Ownership Changes

Wisdomtree US Multifactor Fu

-$36.7M

Net Activity

Institutions Holding

74

Popularity Rank

#5127

Avg Weight

0.26%

Total Value

$269.7M

Ownership Trend

74 institutions currently hold USMF, with 29 net buyers and 44 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

44

Net Buying Institutions

29

Key Holders

Key Holders

Top 5 by Value

HighTower Advisors, LLC

Lido Advisors, LLC

Great Valley Advisor Group, INC.

SNS Financial Group, LLC

Team Financial Group, LLC

Top 5 by Conviction

Team Financial Group, LLC

Walled Lake Planning & Wealth Management, LLC

SNS Financial Group, LLC

WealthPoint Financial, LLC

Great Valley Advisor Group, INC.

View all 74 holding institutions

Quarterly Activity

Recent Activity

+$166.3M

Total Buy Value

$172.7M

Total Sell Value

New buy6

Trim38

Add23

Sold out6

29

Net Buyers

44

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WISDOMTREE US MULTIFACTOR FU (USMF)?

Major stakeholders currently include HighTower Advisors, LLC ($67.3M), Lido Advisors, LLC ($33.3M), Great Valley Advisor Group, INC. ($31.5M). Based on the latest 13F filings, there are a total of 74 tracked investment funds and institutions maintaining positions in USMF.

What is the overall institutional sentiment toward USMF recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $36.7M, driven by 29 managers accumulating shares while 44 reduced their exposure.

Which institutions have been selling or reducing their USMF positions?

In the latest period, 38 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $172.7M.

Are there any notable investors adding USMF to their portfolios?

Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 23 existing holders added to their shares. The total reported buy value for the quarter amounted to $166.3M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter