USMF institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding73
Shares held3,862,120
Reported value$209.5m
Quarter flows6 new, 20 added, 39 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
HighTower Advisors, LLC1,366,387$74.1m0.1%
Bluespring Wealth Management, LLC594,894$32.3m0.6%
Team Financial Group, LLC285,798$15.5m6.6%
LPL Financial LLC198,528$10.8m0.0%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC192,415$10.4m2.6%
WELLS FARGO & COMPANY/MN139,075$7.5m0.0%
Cetera Investment Advisers100,409$5.4m0.0%
GREAT VALLEY ADVISOR GROUP, INC.92,605$5.0m0.1%
EVOLVE PRIVATE WEALTH, LLC82,649$4.5m0.3%
NewEdge Advisors, LLC60,076$3.3m0.0%
MORGAN STANLEY47,669$2.6m0.0%
RAYMOND JAMES FINANCIAL INC42,404$2.3m0.0%
Allworth Financial LP37,215$2.0m0.0%
Private Advisor Group, LLC34,736$1.9m0.0%
Stratos Wealth Partners, LTD.32,290$1.8m0.0%
GOLDMAN SACHS GROUP INC30,885$1.7m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO28,500$1.5m0.0%
Integrated Wealth Concepts LLC26,377$1.4m0.0%
TWO SIGMA INVESTMENTS, LP25,904$1.4m0.0%
Archer Investment Management, LLC24,356$1.3m0.5%
Cambridge Investment Research Advisors, Inc.22,858$1.2m0.0%
WCG Wealth Advisors LLC22,109$1.2m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP21,774$1.2m0.0%
Merit Financial Group, LLC21,404$1.2m0.0%
JPMORGAN CHASE & CO20,630$1.1m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("USMF"). USMF price history · All 13F data

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