USMF · WisdomTree U.S. Multifactor Fund ETF
$53.06
+0.06 (+0.12%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $458,950
Total Shares: 8,461
Institutional Ownership Trend
19 quarters
Holder Concentration
Across 1 13F filers · Δ vs Jun 30, 2024Top Holder
100.0%
+39.6 pts
Top 5
100.0%
+11.3 pts
Top 10
100.0%
+2.4 pts
HHI
10,000
Highly concentrated+6,004
Quarterly Activity
vs Jun 30, 2024
New
0
Increased
0
Decreased
1
Sold Out
19
Unchanged
0
Holder count:
-19
Institutional value:
-99.5%
Shares held:
-99.6%
Top Buyers
vs Jun 30, 2024No qualifying movers this quarter.
Top Sellers
vs Jun 30, 2024| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −1,051 | 8,461 |
Top New Positions
vs Jun 30, 2024No new positions this quarter.
Top Sold-Out Positions
vs Jun 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large HighTower Advisors, LLC | 1,287,123 | $58,488,156 | |
| Micro Team Financial Group, LLC | 360,028 | $16,360,032 | |
| Mega WELLS FARGO & COMPANY/MN | 84,708 | $3,849,215 | |
| Mega MORGAN STANLEY | 81,123 | $3,686,309 | |
| Mid Atria Investments, Inc | 78,534 | $3,568,663 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC USMF | $458,950 | 100.00% | 8,461 | Shares | 2026-09-02 |