Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (USMF)

73 + Investors. Track Smart Money conviction in USMF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
40%

Smart Money Signals — USMF

Based on 73 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
73 hedge funds hold USMF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 40% buying

29 buying43 selling
Last quarter: 43 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 8 → 13 → 7. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 30% medium ■ 21% new
36 out of 73 hedge funds have held USMF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~7 new funds/quarter

10 → 9 → 8 → 13 → 7 new funds/Q
New funds entering each quarter: 9 → 8 → 13 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 29% newcomers

■ 52% veterans ■ 19% 1-2yr ■ 29% new
Entry-cohort mix of 73 holders: 38 (52%) are 2+ year veterans, 14 entered 1–2 years ago, and 21 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
12 of 73 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — USMF

In 2026 Q1, 29 hedge funds were net buyers of USMF (7 opened a new position, 22 added to an existing one), while 43 reduced or exited (36 trimmed, 7 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 73.

Hedge Fund Ownership: USMF

How many hedge funds hold USMF — quarterly history vs. share price
Quarterly hedge fund ownership of USMF vs. share price

Market Analysis: USMF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USMF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: USMF
2026 Q2 Stats Unlock in 5 days 73 + Investors

Track Smart Money conviction in USMF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 73 73 -
13F Shares 5M 6M -6.47%
Total Value $267M $302M -11.51%
New Positions 7 13 -6
Increased Positions 22 19 +3
Closed Positions 7 4 +3
Reduced Positions 36 33 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USMF

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

73 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in USMF. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 USMF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Team Financial Group, LLC 6.58% 285,798 $15.5M
2 Walled Lake Planning & Wealth Management, LLC 2.63% 192,415 $10.4M
3 WealthPoint Financial, LLC 0.66% 16,724 $907K
4 Bluespring Wealth Management, LLC 0.62% 594,894 $32.3M
5 Archer Investment Management, LLC 0.45% 24,356 $1.3M
6 Columbia Advisory Partners LLC 0.33% 10,868 $589K
7 TopTier Wealth Management, LLC 0.29% 8,872 $481K
8 Evolve Private Wealth, LLC 0.27% 82,649 $4.5M
9 Beacon Financial Advisory LLC 0.15% 13,798 $748K
10 United Advisor Group, LLC 0.08% 13,863 $752K
11 Great Valley Advisor Group, INC. 0.08% 92,605 $5.0M
12 Keating Financial Advisory Services, Inc. 0.08% 10,941 $593K
13 World Equity Group, INC. 0.07% 6,170 $335K
14 HighTower Advisors, LLC 0.07% 1,366,387 $74.1M
15 Financial Enhancement Group LLC 0.04% 5,807 $315K
16 Bison Wealth, LLC 0.02% 4,742 $253K
17 Stratos Wealth Partners, LTD. 0.02% 32,290 $1.8M
18 Axxcess Wealth Management, LLC 0.01% 15,272 $828K
19 RMR Wealth Builders 0.01% 3,704 $201K
20 Lanark Financial, INC. 0.01% 3,355 $182K
21 Regatta Research & Money Management 0.01% 196 $11K
22 NewEdge Advisors, LLC 0.01% 60,076 $3.3M
23 Summit Financial, LLC 0.01% 15,542 $843K
24 Private Advisor Group, LLC 0.01% 34,736 $1.9M
25 Allworth Financial LP 0.01% 37,215 $2.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wisdomtree Tr (USMF)

What does the Smart Money Trend signal show for USMF?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for USMF?

More sellers than buyers — 40% buying: Last quarter: 43 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for USMF holders?

Smaller funds dominant — 11% AUM from top-100: 12 of 73 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held USMF?

49% of holders stayed for 2+ years: 36 out of 73 hedge funds have held USMF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →