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 | 1,366,387 | 74,116 | 0.07% | 0.07% | 1 | +3,256 | 0.24% | Q2 2026 | Aug 05, 2026 |
| Bluespring Wealth Management, LLC | History | Added to | 594,894 | 32,268 | 0.62% | 1.92% | 2 | +142,861 | 31.6% | Q2 2026 | Aug 11, 2026 |
| Team Financial Group, LLC | History | Reduced | 285,798 | 15,502 | 6.58% | 8.21% | 3 | -80,511 | -21.98% | Q2 2026 | Jul 10, 2026 |
| LPL Financial LLC | History | Reduced | 198,528 | 10,768 | 0.0% | 0.0% | 4 | -27,647 | -12.22% | Q2 2026 | Aug 07, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 192,415 | 10,437 | 2.63% | 5.2% | 5 | -165,695 | -46.27% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 139,075 | 7,543 | 0.0% | 0.0% | 6 | -21,727 | -13.51% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 100,409 | 5,446 | 0.0% | 0.01% | 7 | -3,323 | -3.2% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 92,605 | 5,023 | 0.08% | 0.57% | 8 | -545,113 | -85.48% | Q2 2026 | Aug 10, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 82,649 | 4,483 | 0.27% | 0.21% | 9 | +3,122 | 3.93% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 60,076 | 3,258 | 0.01% | 0.01% | 10 | -2,172 | -3.49% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 47,669 | 2,585 | 0.0% | 0.0% | 11 | -1,926 | -3.88% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 42,404 | 2,300 | 0.0% | 0.0% | 12 | -4,209 | -9.03% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 37,215 | 2,018 | 0.01% | 0.01% | 13 | -559 | -1.48% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 34,736 | 1,884 | 0.01% | 0.01% | 14 | -2,542 | -6.82% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 32,290 | 1,751 | 0.02% | 0.02% | 15 | -6 | -0.02% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 30,885 | 1,675 | 0.0% | 0.0% | 16 | +18,472 | 148.81% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 28,500 | 1,545 | 0.0% | 0.0% | 17 | -1,931 | -6.35% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 26,377 | 1,430 | 0.01% | 0.01% | 18 | -9,177 | -25.81% | Q2 2026 | Sep 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 25,904 | 1,405 | 0.0% | 0.0% | 19 | +19,604 | 311.17% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Management, LLC | History | Reduced | 24,356 | 1,321 | 0.45% | 0.55% | 20 | -2,011 | -7.63% | Q2 2026 | Jul 07, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 22,109 | 1,199 | 0.03% | 0.04% | 21 | -4,616 | -17.27% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,774 | 1,181 | 0.0% | 0.0% | 22 | -16,363 | -42.91% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 21,404 | 1,160 | 0.01% | 0.02% | 23 | -44,331 | -67.44% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 20,630 | 1,108 | 0.0% | 0.0% | 24 | -8,149 | -28.32% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 17,530 | 950 | 0.02% | 0.02% | 25 | +2,996 | 20.61% | Q2 2026 | Aug 14, 2026 |
| WealthPoint Financial, LLC | History | Reduced | 16,724 | 907 | 0.66% | 0.84% | 26 | -3,542 | -17.48% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,594 | 900 | 0.0% | 0.0% | 27 | +4,679 | 39.27% | Q2 2026 | Aug 03, 2026 |
| Summit Financial, LLC | History | Reduced | 15,542 | 843 | 0.01% | 0.01% | 28 | -879 | -5.35% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 15,272 | 828 | 0.0% | 0.0% | 29 | -5,915 | -27.92% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 15,272 | 828 | 0.01% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 15,658 | 773 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,223 | 771 | 0.0% | 0.0% | 32 | +883 | 6.62% | Q2 2026 | Jul 28, 2026 |
| Modern Wealth Management, LLC | History | Added to | 14,191 | 769 | 0.01% | 0.01% | 33 | +47 | 0.33% | Q2 2026 | Aug 13, 2026 |
| United Advisor Group, LLC | History | Reduced | 13,863 | 751 | 0.08% | 0.09% | 34 | -1,146 | -7.64% | Q2 2026 | Jul 29, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 13,798 | 748 | 0.15% | 0.16% | 35 | -329 | -2.33% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,429 | 620 | 0.0% | 0.0% | 36 | -2,209 | -16.2% | Q2 2026 | Jul 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 10,941 | 593 | 0.08% | 0.29% | 37 | -25,374 | -69.87% | Q2 2026 | Aug 11, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 10,868 | 589 | 0.32% | 0.35% | 38 | -366 | -3.26% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | New | 8,911 | 483 | 0.0% | — | 39 | +8,911 | New | Q2 2026 | Aug 13, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 8,872 | 481 | 0.29% | 0.27% | 40 | +4 | 0.05% | Q2 2026 | Jul 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 8,686 | 471 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,461 | 458 | 0.0% | 0.0% | 42 | -14,742 | -63.53% | Q2 2026 | Sep 02, 2026 |
| &PARTNERS | History | Reduced | 7,919 | 429 | 0.0% | 0.0% | 43 | -4,112 | -34.18% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,488 | 406 | 0.0% | 0.0% | 44 | +1,045 | 16.22% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,205 | 390 | 0.0% | 0.0% | 45 | -712 | -8.99% | Q2 2026 | Jul 29, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 6,170 | 334 | 0.07% | 0.08% | 46 | +75 | 1.23% | Q2 2026 | Jul 09, 2026 |
| Financial Enhancement Group LLC | History | Added to | 5,807 | 314 | 0.04% | 0.04% | 47 | +55 | 0.96% | Q2 2026 | Jul 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,084 | 275 | 0.0% | 0.02% | 48 | -24,236 | -82.66% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,120 | 274 | 0.0% | 0.0% | 49 | +11 | 0.22% | Q2 2026 | Jul 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 5,048 | 273 | 0.0% | 0.1% | 50 | -668,597 | -99.25% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,960 | 269 | 0.01% | 0.01% | 51 | -1 | -0.02% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 4,832 | 262 | 0.01% | 0.01% | 52 | -794 | -14.11% | Q2 2026 | Aug 14, 2026 |
| Bison Wealth, LLC | History | Added to | 4,742 | 252 | 0.02% | 0.02% | 53 | +16 | 0.34% | Q2 2026 | Jul 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,505 | 244 | 0.01% | 0.01% | 54 | -498 | -9.95% | Q2 2026 | Jul 06, 2026 |
| BIP Wealth, LLC | History | Reduced | 4,206 | 228 | 0.01% | 0.02% | 55 | -3,731 | -47.01% | Q2 2026 | Aug 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 3,819 | 207 | 0.0% | 0.0% | 56 | -2,966 | -43.71% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 3,757 | 203 | 0.0% | 0.01% | 57 | -3,206 | -46.04% | Q2 2026 | Aug 10, 2026 |
| RMR Wealth Builders | History | New | 3,704 | 200 | 0.01% | — | 58 | +3,704 | New | Q2 2026 | Jul 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,484 | 189 | 0.01% | 0.02% | 59 | -3,084 | -46.95% | Q2 2026 | Aug 17, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 3,355 | 182 | 0.01% | 0.01% | 60 | +118 | 3.65% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,210 | 120 | 0.0% | 0.0% | 61 | +47 | 2.17% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 1,749 | 94 | 0.0% | 0.0% | 62 | +1,066 | 156.08% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,597 | 86 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hughes Financial Services, LLC | History | No change | 996 | 54 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Institute for Wealth Management, LLC. | History | New | 671 | 36 | 0.0% | — | 65 | +671 | New | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 591 | 32 | 0.0% | 0.0% | 66 | +350 | 145.23% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 483 | 26 | 0.0% | 0.0% | 67 | -12 | -2.42% | Q2 2026 | Aug 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 233 | 13 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Regatta Research & Money Management | History | New | 196 | 10 | 0.01% | — | 69 | +196 | New | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | New | 173 | 9 | 0.0% | — | 70 | +173 | New | Q2 2026 | Aug 13, 2026 |
| Planning Strategies Inc. | History | New | 97 | 5 | 0.0% | — | 72 | +97 | New | Q2 2026 | Jul 27, 2026 |
| VANGUARD ADVISERS INC | History | No change | 101 | 5 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 31 | 1 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -76,698 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72,360 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Quartz Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,175 | -100.0% | Q2 2026 | Aug 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,412 | -100.0% | Q2 2026 | Aug 11, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -983 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q2 2026 | Aug 07, 2026 |