# WISDOMTREE TR US MULTIFACTOR

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.

## Summary

- Issuer: WISDOMTREE TR
- Class: US MULTIFACTOR
- CUSIP: 97717Y857
- 13F holders: 78
- 13F value: $267.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 78 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $74.1M | 1,366,387 |
| [Lido Advisors, LLC](https://search.stillhousedata.com/firm/269866) | 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](https://search.stillhousedata.com/firm/309411) | TEMECULA, CA | $15.5M | 285,798 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $11.2M | 226,175 |
| [WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/299595) | HIGHLAND PARK, IL | $10.4M | 192,415 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $7.9M | 160,802 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717Y857.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.