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 | 1,363,131 | 67,311 | 0.07% | 0.08% | 1 | +11,396 | 0.84% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 673,645 | 33,264 | 0.1% | 0.12% | 2 | -89,946 | -11.78% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 637,718 | 31,490 | 0.57% | 0.58% | 3 | +47,399 | 8.03% | Q1 2026 | May 11, 2026 |
| SNS Financial Group, LLC | History | Added to | 452,033 | 22,321 | 1.92% | 1.94% | 4 | +12,825 | 2.92% | Q1 2026 | Apr 14, 2026 |
| Team Financial Group, LLC | History | Reduced | 366,309 | 18,088 | 8.21% | 9.68% | 5 | -49,838 | -11.98% | Q1 2026 | May 01, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | New | 358,110 | 17,683 | 5.2% | — | 6 | +358,110 | New | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Reduced | 226,175 | 11,168 | 0.0% | 0.0% | 7 | -39,202 | -14.77% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 160,802 | 7,940 | 0.0% | 0.0% | 8 | -47,180 | -22.68% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 103,732 | 5,122 | 0.01% | 0.01% | 9 | -3,911 | -3.63% | Q1 2026 | May 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 79,527 | 3,927 | 0.21% | 0.24% | 10 | +221 | 0.28% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Added to | 76,698 | 3,787 | 0.04% | 0.04% | 11 | +20 | 0.03% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 72,360 | 3,573 | 0.0% | 0.0% | 12 | +64 | 0.09% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 65,735 | 3,245 | 0.02% | 0.03% | 13 | -6,019 | -8.39% | Q1 2026 | Apr 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 62,248 | 3,073 | 0.01% | 0.01% | 14 | -8,560 | -12.09% | Q1 2026 | Jun 02, 2026 |
| MORGAN STANLEY | History | Added to | 49,595 | 2,449 | 0.0% | 0.0% | 15 | +11,059 | 28.7% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 46,613 | 2,301 | 0.0% | 0.01% | 16 | -272,190 | -85.38% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 38,137 | 1,883 | 0.0% | 0.0% | 17 | +19,909 | 109.22% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 37,774 | 1,865 | 0.01% | 0.01% | 18 | -2,312 | -5.77% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 37,278 | 1,840 | 0.01% | 0.01% | 19 | -10,559 | -22.07% | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 36,315 | 1,793 | 0.29% | 0.53% | 20 | -39,614 | -52.17% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 35,554 | 1,755 | 0.01% | — | 21 | +35,554 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 32,296 | 1,594 | 0.02% | 0.02% | 22 | -501 | -1.53% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 30,431 | 1,502 | 0.0% | 0.0% | 23 | -59,549 | -66.18% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 29,320 | 1,447 | 0.02% | 0.02% | 24 | -249 | -0.84% | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 28,779 | 1,398 | 0.0% | 0.0% | 25 | +1,755 | 6.49% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 26,725 | 1,319 | 0.04% | 0.04% | 26 | -662 | -2.42% | Q1 2026 | May 12, 2026 |
| Archer Investment Management, LLC | History | Reduced | 26,367 | 1,301 | 0.55% | 2.79% | 27 | -74,958 | -73.98% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 23,203 | 1,145 | 0.0% | — | 28 | +23,203 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 21,187 | 1,046 | 0.0% | 0.0% | 29 | -8,568 | -28.8% | Q1 2026 | May 15, 2026 |
| WealthPoint Financial, LLC | History | No change | 18,810 | 964 | 0.84% | 0.84% | 30 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Added to | 16,421 | 810 | 0.01% | 0.01% | 31 | +4,018 | 32.4% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 15,658 | 773 | 0.0% | 0.0% | 32 | -15,489 | -49.73% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 15,272 | 754 | 0.02% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| United Advisor Group, LLC | History | Reduced | 15,009 | 741 | 0.09% | 0.17% | 34 | -11,939 | -44.3% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,534 | 717 | 0.02% | 0.02% | 35 | +682 | 4.92% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 14,144 | 700 | 0.01% | 0.01% | 36 | +51 | 0.36% | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 14,127 | 697 | 0.16% | 0.18% | 37 | -1,080 | -7.1% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,638 | 673 | 0.0% | 0.0% | 38 | -738 | -5.13% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,340 | 658 | 0.0% | 0.0% | 39 | +5,765 | 76.11% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 12,413 | 612 | 0.0% | — | 40 | +12,413 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 12,031 | 594 | 0.0% | 0.0% | 41 | +1,257 | 11.67% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 11,915 | 588 | 0.0% | 0.0% | 42 | -26 | -0.22% | Q1 2026 | May 04, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 11,234 | 554 | 0.35% | 4.48% | 43 | -117,111 | -91.25% | Q1 2026 | Apr 23, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 8,868 | 437 | 0.27% | 0.32% | 44 | -212 | -2.33% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 8,686 | 428 | 0.0% | — | 45 | +8,686 | New | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Added to | 7,937 | 391 | 0.02% | 0.01% | 46 | +2,761 | 53.34% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,917 | 390 | 0.0% | 0.0% | 47 | -7,726 | -49.39% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 6,963 | 343 | 0.01% | 0.01% | 48 | -3,525 | -33.61% | Q1 2026 | May 18, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 6,785 | 335 | 0.0% | 0.02% | 49 | -27,880 | -80.43% | Q1 2026 | Apr 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 6,568 | 324 | 0.02% | 0.02% | 50 | +11 | 0.17% | Q1 2026 | May 18, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 6,443 | 318 | 0.0% | 0.0% | 51 | +1,568 | 32.16% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 6,300 | 311 | 0.0% | 0.0% | 52 | -29,600 | -82.45% | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | Reduced | 6,175 | 304 | 0.12% | 0.18% | 53 | -3,115 | -33.53% | Q1 2026 | May 05, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 6,095 | 300 | 0.08% | 0.08% | 54 | +225 | 3.83% | Q1 2026 | May 06, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 5,752 | 296 | 0.04% | 0.37% | 55 | -49,154 | -89.52% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,626 | 278 | 0.01% | — | 56 | +5,626 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,109 | 254 | 0.0% | 0.0% | 57 | -4,138 | -44.75% | Q1 2026 | Apr 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,003 | 247 | 0.01% | 0.01% | 58 | -354 | -6.61% | Q1 2026 | Apr 07, 2026 |
| Bison Wealth, LLC | History | Added to | 4,726 | 245 | 0.02% | 0.03% | 59 | +17 | 0.36% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,961 | 244 | 0.01% | 0.01% | 60 | -416 | -7.74% | Q1 2026 | May 01, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 4,412 | 217 | 0.01% | 0.01% | 61 | -45 | -1.01% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,237 | 159 | 0.01% | 0.02% | 62 | -1,109 | -25.52% | Q1 2026 | Apr 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,163 | 107 | 0.0% | 0.0% | 63 | +1,078 | 99.35% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,597 | 78 | 0.0% | 0.01% | 64 | -157 | -8.95% | Q1 2026 | Apr 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 996 | 49 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| REAP Financial Group, LLC | History | Reduced | 983 | 48 | 0.01% | 0.01% | 66 | -384 | -28.09% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 683 | 33 | 0.0% | 0.0% | 67 | +240 | 54.18% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | No change | 495 | 24 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 233 | 12 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 241 | 11 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Covestor Ltd | History | Added to | 130 | 6 | 0.0% | 0.0% | 71 | +67 | 106.35% | Q1 2026 | May 05, 2026 |
| VANGUARD ADVISERS INC | History | New | 101 | 4 | 0.0% | — | 72 | +101 | New | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | No change | 31 | 1 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Soltis Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,455 | -100.0% | Q1 2026 | Apr 27, 2026 |
| RMR Wealth Builders | History | Closed out | 0 | 0 | — | 0.02% | — | -4,367 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FMA Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,284 | -100.0% | Q1 2026 | Apr 14, 2026 |
| SWMG, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,933 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,738 | -100.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 19, 2026 |