WISDOMTREE TR US MULTIFACTOR is a security (CUSIP 97717Y857) tracked across SEC portfolio filings. 78 institutional managers reported $267.5M on Form 13F as of 2026-06-30.
Showing 15 of 78 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| HighTower Advisors, LLC | CHICAGO, IL | $74.1M | 1,366,387 |
| Lido Advisors, LLC | Los Angeles, CA | $33.3M | 673,645 |
| GREAT VALLEY ADVISOR GROUP, INC. | WILMINGTON, DE | $31.5M | 637,718 |
| SNS Financial Group, LLC | MINNEAPOLIS, MN | $22.3M | 452,033 |
| Team Financial Group, LLC | TEMECULA, CA | $15.5M | 285,798 |
| LPL Financial LLC | FORT MILL, SC | $11.2M | 226,175 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | HIGHLAND PARK, IL | $10.4M | 192,415 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $7.9M | 160,802 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $5.1M | 103,732 |
| Defined Financial Planning LLC | SAN RAFAEL, CA | $4.2M | 80,252 |
| EVOLVE PRIVATE WEALTH, LLC | LOS ANGELES, CA | $3.9M | 79,527 |
| Mariner, LLC | Overland Park, KS | $3.6M | 72,360 |
| NewEdge Advisors, LLC | New Orleans, LA | $3.1M | 62,248 |
| MORGAN STANLEY | NEW YORK, NY | $2.4M | 49,595 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $2.3M | 46,613 |