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
↑ +9
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — USMF

Based on 73 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added USMF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 46% buying

32 buying37 selling
Last quarter: 37 funds reduced or exited vs 32 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.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 9 → 8 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 27% medium ■ 25% new
35 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.
📈

Growing discovery — still being found

15 → 10 → 9 → 8 → 13 new funds/Q
New funds entering each quarter: 10 → 9 → 8 → 13. A growing number of institutions are discovering USMF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 11% 1-2yr ■ 41% new
Of 73 current holders: 35 (48%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
8 of 73 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 2025 Q4, 32 hedge funds were net buyers of USMF (13 opened a new position, 19 added to an existing one), while 37 reduced or exited (33 trimmed, 4 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +9 funds (more new holders than closures). 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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 2 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: USMF
2026 Q1 Stats Unlock in 8 days 73 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 73 64 14.06%
13F Shares 6M 6M -0.46%
Total Value $302M $308M -2.11%
New Positions 13 8 +5
Increased Positions 19 21 -2
Closed Positions 4 10 -6
Reduced Positions 33 28 +5
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 Q1)

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.

Top 25 institutional holders of USMF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Team Financial Group, LLC 8.21% 366,309 $18.1M
2 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 5.20% 358,110 $17.7M
3 SNS Financial Group, LLC 1.92% 452,033 $22.3M
4 WealthPoint Financial, LLC 0.84% 18,810 $964K
5 GREAT VALLEY ADVISOR GROUP, INC. 0.57% 637,718 $31.5M
6 Archer Investment Management, LLC 0.55% 26,367 $1.3M
7 COLUMBIA ADVISORY PARTNERS LLC 0.35% 11,234 $555K
8 TopTier Wealth Management, LLC 0.27% 8,868 $438K
9 EVOLVE PRIVATE WEALTH, LLC 0.21% 79,527 $3.9M
10 Beacon Financial Advisory LLC 0.16% 14,127 $698K
11 Quartz Partners, LLC 0.12% 6,175 $305K
12 United Advisor Group, LLC 0.09% 15,009 $741K
13 WORLD EQUITY GROUP, INC. 0.08% 6,095 $301K
14 HighTower Advisors, LLC 0.07% 1,363,131 $67.3M
15 Atria Investments, Inc 0.04% 76,698 $3.8M
16 Financial Enhancement Group LLC 0.04% 5,752 $296K
17 AXXCESS WEALTH MANAGEMENT, LLC 0.02% 15,272 $754K
18 Merit Financial Group, LLC 0.02% 65,735 $3.2M
19 Stratos Wealth Partners, LTD. 0.02% 32,296 $1.6M
20 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% 29,320 $1.4M
21 BIP Wealth, LLC 0.02% 7,937 $392K
22 NBC SECURITIES, INC. 0.01% 3,237 $160K
23 REAP Financial Group, LLC 0.01% 983 $49K
24 Private Advisor Group, LLC 0.01% 37,278 $1.8M
25 CoreCap Advisors, LLC 0.01% 5,003 $247K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added USMF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for USMF?

More sellers than buyers — 46% buying: Last quarter: 37 funds reduced or exited vs 32 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 — 9% AUM from top-100: 8 of 73 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held USMF?

48% of holders stayed for 2+ years: 35 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.