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 | No change | 1,366,387 | 74,116 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 594,894 | 32,268 | 0.62% | 0.62% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 198,528 | 10,768 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 191,528 | 9,976 | 2.37% | 2.63% | 4 | -887 | -0.46% | Q3 2026 | Oct 29, 2026 |
| Team Financial Group, LLC | History | Reduced | 158,356 | 8,248 | 3.26% | 6.58% | 5 | -127,442 | -44.59% | Q3 2026 | Oct 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 139,075 | 7,543 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 100,409 | 5,446 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 92,605 | 5,023 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 82,649 | 4,483 | 0.27% | 0.27% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 60,076 | 3,258 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 47,669 | 2,585 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 42,404 | 2,300 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 37,215 | 2,018 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 34,736 | 1,884 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 32,290 | 1,751 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 30,885 | 1,675 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 28,500 | 1,545 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 26,377 | 1,430 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 25,904 | 1,405 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 22,109 | 1,199 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,774 | 1,181 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 21,404 | 1,160 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Archer Investment Management, LLC | History | Reduced | 21,666 | 1,128 | 0.36% | 0.45% | 23 | -2,690 | -11.04% | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 20,630 | 1,108 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | No change | 17,530 | 950 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,594 | 900 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WealthPoint Financial, LLC | History | Reduced | 16,346 | 851 | 0.61% | 0.66% | 27 | -378 | -2.26% | Q3 2026 | Nov 03, 2026 |
| Summit Financial, LLC | History | No change | 15,542 | 843 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 15,272 | 828 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 15,272 | 795 | 0.03% | 0.01% | 30 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Modern Wealth Management, LLC | History | No change | 14,191 | 769 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,655 | 763 | 0.0% | 0.0% | 32 | +432 | 3.04% | Q3 2026 | Nov 02, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 12,327 | 642 | 0.12% | 0.15% | 33 | -1,471 | -10.66% | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,431 | 595 | 0.0% | 0.0% | 34 | +2 | 0.02% | Q3 2026 | Nov 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 10,941 | 593 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| United Advisor Group, LLC | History | Reduced | 9,634 | 501 | 0.05% | 0.08% | 36 | -4,229 | -30.51% | Q3 2026 | Nov 02, 2026 |
| Quantinno Capital Management LP | History | No change | 8,911 | 483 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 8,686 | 471 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 8,824 | 459 | 0.27% | 0.29% | 39 | -48 | -0.54% | Q3 2026 | Oct 16, 2026 |
| CITADEL ADVISORS LLC | History | No change | 8,461 | 458 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 8,240 | 429 | 0.24% | 0.32% | 42 | -2,628 | -24.18% | Q3 2026 | Oct 15, 2026 |
| &PARTNERS | History | No change | 7,919 | 429 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,488 | 406 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,508 | 338 | 0.0% | 0.0% | 44 | -697 | -9.67% | Q3 2026 | Nov 02, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 6,205 | 323 | 0.13% | 0.07% | 45 | +35 | 0.57% | Q3 2026 | Oct 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,232 | 276 | 0.0% | 0.0% | 46 | +112 | 2.19% | Q3 2026 | Oct 13, 2026 |
| Lido Advisors, LLC | History | No change | 5,048 | 273 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 4,960 | 269 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 4,832 | 262 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,519 | 235 | 0.0% | 0.0% | 50 | -565 | -11.11% | Q3 2026 | Oct 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,508 | 234 | 0.01% | 0.01% | 51 | +3 | 0.07% | Q3 2026 | Oct 08, 2026 |
| Arkadios Wealth Advisors | History | No change | 3,757 | 203 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,484 | 189 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 3,376 | 175 | 0.01% | 0.01% | 54 | +21 | 0.63% | Q3 2026 | Oct 26, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,210 | 120 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,749 | 94 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,601 | 83 | 0.0% | 0.0% | 57 | +4 | 0.25% | Q3 2026 | Nov 04, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 671 | 36 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 591 | 32 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFC Planning, Inc. | History | No change | 583 | 31 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| AE Wealth Management LLC | History | No change | 483 | 26 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 233 | 12 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Regatta Research & Money Management | History | No change | 196 | 10 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | New | 173 | 9 | 0.0% | — | 65 | +173 | New | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | No change | 173 | 9 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 101 | 5 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Planning Strategies Inc. | History | No change | 97 | 5 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 31 | 1 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Enhancement Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,807 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,742 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,206 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,819 | -100.0% | Q3 2026 | Oct 16, 2026 |
| RMR Wealth Builders | History | Closed out | 0 | 0 | — | 0.01% | — | -3,704 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -996 | -100.0% | Q3 2026 | Oct 30, 2026 |