WisdomTree Trust - USMF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Added to | 1,351,735 | 69,289 | 0.08% | 0.08% | 1 | +15,047 | 1.13% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 763,591 | 39,912 | 0.12% | 0.13% | 2 | -1,461 | -0.19% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 590,319 | 30,259 | 0.58% | 0.59% | 3 | +27,629 | 4.91% | Q4 2025 | Feb 12, 2026 |
| SNS Financial Group, LLC | History | Reduced | 439,208 | 22,513 | 1.94% | 2.0% | 4 | -537 | -0.12% | Q4 2025 | Feb 02, 2026 |
| Team Financial Group, LLC | History | Added to | 416,147 | 21,331 | 9.68% | 9.82% | 5 | +10,610 | 2.62% | Q4 2025 | Jan 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 318,803 | 16,341 | 0.01% | 0.01% | 6 | -41,810 | -11.59% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 265,377 | 13,603 | 0.0% | 0.0% | 7 | +18,927 | 7.68% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 207,982 | 10,661 | 0.0% | 0.0% | 8 | -1,418 | -0.68% | Q4 2025 | Feb 13, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 128,345 | 6,578 | 4.48% | 5.8% | 9 | -32,227 | -20.07% | Q4 2025 | Jan 22, 2026 |
| Cetera Investment Advisers | History | Added to | 107,643 | 5,517 | 0.01% | 0.01% | 10 | +12,042 | 12.6% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Management, LLC | History | Reduced | 101,325 | 5,193 | 2.79% | 5.24% | 11 | -62,028 | -37.97% | Q4 2025 | Jan 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 89,980 | 4,612 | 0.0% | 0.0% | 12 | -8,436 | -8.57% | Q4 2025 | Feb 10, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 79,306 | 4,065 | 0.24% | — | 13 | +79,306 | New | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 76,678 | 3,930 | 0.04% | 0.05% | 14 | -5,923 | -7.17% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 75,929 | 3,892 | 0.53% | — | 15 | +75,929 | New | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | New | 72,296 | 3,705 | 0.0% | — | 16 | +72,296 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | New | 71,754 | 3,678 | 0.03% | — | 17 | +71,754 | New | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 70,808 | 3,629 | 0.01% | 0.02% | 18 | -7,285 | -9.33% | Q4 2025 | Feb 18, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 54,906 | 2,828 | 0.37% | 0.39% | 19 | -1,304 | -2.32% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 47,837 | 2,452 | 0.01% | 0.02% | 20 | -22,009 | -31.51% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 40,086 | 2,054 | 0.01% | — | 21 | +40,086 | New | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Reduced | 38,536 | 1,975 | 0.0% | 0.0% | 22 | -43,770 | -53.18% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 35,900 | 1,840 | 0.0% | 0.0% | 23 | +6,100 | 20.47% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 34,665 | 1,776 | 0.02% | 0.03% | 24 | -2,991 | -7.94% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 32,797 | 1,681 | 0.02% | 0.02% | 25 | -1,471 | -4.29% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Added to | 31,147 | 1,597 | 0.0% | 0.0% | 26 | +19,229 | 161.34% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,755 | 1,525 | 0.0% | 0.0% | 27 | -38,489 | -56.4% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 29,569 | 1,515 | 0.02% | 0.02% | 28 | +345 | 1.18% | Q4 2025 | Jan 29, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 27,387 | 1,403 | 0.04% | 0.09% | 29 | -917 | -3.24% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 27,024 | 1,385 | 0.0% | 0.0% | 30 | +6,173 | 29.61% | Q4 2025 | Feb 11, 2026 |
| United Advisor Group, LLC | History | Added to | 26,948 | 1,381 | 0.17% | 0.13% | 31 | +7,902 | 41.49% | Q4 2025 | Jan 26, 2026 |
| WealthPoint Financial, LLC | History | New | 18,810 | 964 | 0.84% | — | 32 | +18,810 | New | Q4 2025 | Feb 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 18,228 | 934 | 0.0% | — | 33 | +18,228 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,643 | 801 | 0.0% | 0.01% | 34 | -96,295 | -86.03% | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 15,272 | 782 | 0.01% | 0.02% | 35 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 15,207 | 779 | 0.18% | 0.21% | 36 | -1,888 | -11.04% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,376 | 737 | 0.0% | 0.0% | 37 | -18,613 | -56.42% | Q4 2025 | Feb 05, 2026 |
| Modern Wealth Management, LLC | History | Added to | 14,093 | 722 | 0.01% | 0.01% | 38 | +35 | 0.25% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 13,852 | 710 | 0.02% | 0.02% | 39 | +452 | 3.37% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 12,403 | 635 | 0.01% | 0.01% | 40 | -4,635 | -27.2% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,941 | 612 | 0.0% | 0.0% | 41 | +1,001 | 9.15% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | New | 10,774 | 552 | 0.0% | — | 42 | +10,774 | New | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 10,488 | 537 | 0.01% | 0.01% | 43 | -435 | -3.98% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,247 | 478 | 0.0% | 0.0% | 44 | -1,218 | -11.64% | Q4 2025 | Jan 08, 2026 |
| Quartz Partners, LLC | History | Added to | 9,290 | 476 | 0.18% | 0.18% | 45 | +16 | 0.17% | Q4 2025 | Feb 13, 2026 |
| TopTier Wealth Management, LLC | History | New | 9,080 | 465 | 0.32% | — | 46 | +9,080 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 7,575 | 388 | 0.0% | 0.0% | 47 | -3,582 | -32.11% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 6,557 | 336 | 0.02% | 0.02% | 48 | -2,145 | -24.65% | Q4 2025 | Feb 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 5,870 | 300 | 0.08% | 0.06% | 49 | +400 | 7.31% | Q4 2025 | Jan 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,377 | 275 | 0.01% | 0.01% | 50 | -119 | -2.17% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,357 | 274 | 0.01% | 0.01% | 51 | -401 | -6.96% | Q4 2025 | Jan 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 5,176 | 265 | 0.01% | 0.02% | 52 | -1,599 | -23.6% | Q4 2025 | Jan 21, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,875 | 249 | 0.0% | — | 53 | +4,875 | New | Q4 2025 | Feb 12, 2026 |
| Bison Wealth, LLC | History | New | 4,709 | 232 | 0.03% | — | 54 | +4,709 | New | Q4 2025 | Mar 24, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 4,455 | 228 | 0.02% | 0.02% | 56 | -840 | -15.86% | Q4 2025 | Apr 02, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 4,457 | 228 | 0.01% | 0.01% | 55 | +29 | 0.65% | Q4 2025 | Feb 10, 2026 |
| RMR Wealth Builders | History | Added to | 4,367 | 223 | 0.02% | 0.02% | 57 | +15 | 0.34% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,346 | 222 | 0.02% | 0.02% | 58 | -447 | -9.33% | Q4 2025 | Jan 29, 2026 |
| FMA Wealth Management, LLC | History | Added to | 4,284 | 219 | 0.14% | 0.14% | 59 | +274 | 6.83% | Q4 2025 | Jan 13, 2026 |
| SWMG, LLC | History | New | 3,933 | 203 | 0.06% | — | 60 | +3,933 | New | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,754 | 89 | 0.01% | 0.01% | 61 | -24 | -1.35% | Q4 2025 | Feb 06, 2026 |
| Kilter Group LLC | History | No change | 1,738 | 89 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,367 | 70 | 0.01% | 0.02% | 63 | -76 | -5.27% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,085 | 55 | 0.0% | — | 64 | +1,085 | New | Q4 2025 | Feb 17, 2026 |
| Hughes Financial Services, LLC | History | No change | 996 | 51 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | No change | 495 | 25 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 443 | 22 | 0.0% | 0.0% | 67 | +318 | 254.4% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 241 | 12 | 0.0% | 0.0% | 69 | -274 | -53.2% | Q4 2025 | Jan 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 233 | 12 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | No change | 63 | 3 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 42 | 2 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SHP Wealth Management | History | New | 31 | 1 | 0.0% | — | 73 | +31 | New | Q4 2025 | Mar 04, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,965 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,739 | -100.0% | Q3 2025 | Jan 13, 2026 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,499 | -100.0% | Q3 2025 | Oct 24, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,501 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 13, 2025 |