§ EQUITY
USDUSMF
WISDOMTREE US MULTIFACTOR FU
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
27 increased/new, 39 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| HighTower Advisors, LLC | 1.4M | 0.1% | +1% |
| Lido Advisors, LLC | 674K | 0.1% | −12% |
| GREAT VALLEY ADVISOR GROUP, INC. | 638K | 0.6% | +8% |
| Bluespring Wealth Management, LLC | 452K | 1.9% | +3% |
| Team Financial Group, LLC | 366K | 8.2% | −12% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 358K | 5.2% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for USMF as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER94.4% · 67 holders
DEALER / BANK4.6% · 5 holders
INCOME / DEFENSIVE0.6% · 1 holder
TACTICAL / MACRO0.4% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for USMF in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention USMF yet.