Who Owns WISDOMTREE TR (USMF)? -- Institutional Holders (2026-03-31)

Name: WISDOMTREE TR (USMF) Institutional Holders (2026-03-31)
Creator: ko.io

81 institutions reported holding $269.7M of WISDOMTREE TR (USMF) in SEC 13F filings for 2026-03-31. Largest institutional holders: HighTower Advisors, LLC ($67.3M), Lido Advisors, LLC ($33.3M), GREAT VALLEY ADVISOR GROUP, INC. ($31.5M), SNS Financial Group, LLC ($22.3M), Team Financial Group, LLC ($18.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	HighTower Advisors, LLC	$67.3M	1.4M	Added
2	Lido Advisors, LLC	$33.3M	673,645	Trimmed
3	GREAT VALLEY ADVISOR GROUP, INC.	$31.5M	637,718	Added
4	SNS Financial Group, LLC	$22.3M	452,033	Added
5	Team Financial Group, LLC	$18.1M	366,309	Trimmed
6	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	$17.7M	358,110	New
7	LPL Financial LLC	$11.2M	226,175	Trimmed
8	WELLS FARGO & COMPANY/MN	$7.9M	160,802	Trimmed
9	Cetera Investment Advisers	$5.1M	103,732	Trimmed
10	EVOLVE PRIVATE WEALTH, LLC	$3.9M	79,527	Added
11	Atria Investments, Inc	$3.8M	76,698	Added
12	Mariner, LLC	$3.6M	72,360	Added
13	Merit Financial Group, LLC	$3.2M	65,735	Trimmed
14	MORGAN STANLEY	$2.4M	49,595	Added
15	RAYMOND JAMES FINANCIAL INC	$2.3M	46,613	Trimmed
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.9M	38,137	Added
17	Allworth Financial LP	$1.9M	37,774	Trimmed
18	Private Advisor Group, LLC	$1.8M	37,278	Trimmed
19	Keating Financial Advisory Services, Inc.	$1.8M	36,315	Trimmed
20	Integrated Wealth Concepts LLC	$1.8M	35,554	New
21	Stratos Wealth Partners, LTD.	$1.6M	32,296	Trimmed
22	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.5M	30,431	Trimmed
23	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.4M	29,320	Trimmed
24	JPMORGAN CHASE & CO	$1.4M	28,779	Added
25	WCG Wealth Advisors LLC	$1.3M	26,725	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31