DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (USMF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
74
Reporting holders
$209.5M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | -13.5%-$1.2M |
| 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 |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $1.2M | 22,858 | 0.00% | 23q | +67.6%+$500.2K |
| 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 |
| Merit Financial Group, LLC | $1.2M | 21,404 | 0.01% | 3q | -67.4%-$2.4M |
| 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 | -17.5%-$192.1K |
| 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 |
| FLOW TRADERS U.S. LLC | $262.0K | 4,832 | 0.01% | 2q | -14.1%-$43.1K |
| 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 |
| CENTAURUS FINANCIAL, INC. | $189.0K | 3,484 | 0.01% | 5q | -47.0%-$167.3K |
| 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 |
| 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 |
| BFC Planning, Inc. | $31.6K | 583 | 0.00% | new | NEW |
| AE Wealth Management LLC | $26.2K | 483 | 0.00% | 7q | -2.4% |
| Capital Advisors, Ltd. LLC | $13.0K | 233 | 0.00% | 26q | HELD |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 12 | $14.5M | 277,508 | 0 | 3 | 4 | 0.0% |
| Q2 2026 | 74 | $209.5M | 3,862,703 | 5 | 15 | 37 | 0.0% |
| Q1 2026 | 74 | $272.7M | 5,523,107 | 6 | 17 | 36 | 0.0% |
| Q4 2025 | 73 | $306.4M | 5,962,405 | 7 | 15 | 32 | 0.0% |
| Q3 2025 | 67 | $314.3M | 6,014,484 | 8 | 21 | 29 | 0.0% |
| Q2 2025 | 69 | $334.1M | 6,521,760 | 9 | 23 | 27 | 0.0% |
| Q1 2025 | 65 | $301.6M | 6,082,315 | 10 | 20 | 27 | 0.0% |
| Q4 2024 | 63 | $353.5M | 7,109,406 | 11 | 15 | 23 | 0.0% |
| Q3 2024 | 58 | $194.2M | 3,981,633 | 10 | 22 | 14 | 0.0% |
| Q2 2024 | 53 | $227.8M | 4,989,540 | 8 | 20 | 16 | 0.5% |
| Q1 2024 | 51 | $225.8M | 4,826,270 | 3 | 21 | 18 | 0.5% |
| Q4 2023 | 51 | $191.3M | 4,523,759 | 8 | 15 | 17 | 0.5% |
| Q3 2023 | 47 | $190.7M | 4,958,412 | 3 | 20 | 14 | 0.0% |
| Q2 2023 | 45 | $175.2M | 4,514,818 | 3 | 18 | 19 | 0.0% |
| Q1 2023 | 46 | $173.2M | 4,613,420 | 4 | 17 | 14 | 0.0% |
| Q4 2022 | 47 | $166.9M | 4,436,237 | 5 | 19 | 15 | 0.0% |
| Q3 2022 | 49 | $166.1M | 4,857,790 | 7 | 21 | 10 | 0.0% |
| Q2 2022 | 46 | $174.7M | 4,771,305 | 5 | 14 | 15 | 1.0% |
| Q1 2022 | 43 | $200.7M | 4,900,623 | 8 | 14 | 13 | 0.0% |
| Q4 2021 | 37 | $168.1M | 4,005,907 | 3 | 16 | 6 | 0.0% |
| Q3 2021 | 32 | $147.4M | 3,783,040 | 4 | 16 | 4 | 0.0% |
| Q2 2021 | 32 | $132.7M | 3,373,922 | 4 | 11 | 9 | 0.0% |
| Q1 2021 | 33 | $125.9M | 3,325,419 | 6 | 9 | 11 | 0.0% |
| Q4 2020 | 29 | $107.2M | 3,049,869 | 4 | 11 | 8 | 0.0% |
| Q3 2020 | 27 | $116.9M | 3,734,783 | 0 | 9 | 10 | 0.0% |
| Q2 2020 | 31 | $109.1M | 3,654,651 | 4 | 8 | 14 | 0.0% |
| Q1 2020 | 34 | $98.3M | 4,003,477 | 7 | 7 | 14 | 0.0% |
| Q4 2019 | 38 | $138.8M | 4,350,190 | 7 | 13 | 8 | 0.0% |
| Q3 2019 | 33 | $90.9M | 2,996,137 | 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% |