WISDOMTREE TR

Ticker: USMF CUSIP: 97717Y857 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (7)

SWMG, LLC
Value ($000) $203 Shares 3,933
Merit Financial Group, LLC
Value ($000) $3,678 Shares 71,754
Bison Wealth, LLC
Value ($000) $233 Shares 4,709
Mariner, LLC
Value ($000) $3,706 Shares 72,296
&PARTNERS
Value ($000) $552 Shares 10,774
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Value ($000) $934 Shares 18,228
JANE STREET GROUP, LLC
Value ($000) $250 Shares 4,875

Increased Positions (15)

Team Financial Group, LLC
Value ($000) $21,332 (+0.6%) Shares 416,147 (+2.6%)
GREAT VALLEY ADVISOR GROUP, INC.
Value ($000) $30,260 (+2.9%) Shares 590,319 (+4.9%)
United Advisor Group, LLC
Value ($000) $1,381 (+38.8%) Shares 26,948 (+41.5%)
FMA Wealth Management, LLC
Value ($000) $220 (+4.8%) Shares 4,284 (+6.8%)
HighTower Advisors, LLC
Value ($000) $69,290 (-0.8%) Shares 1,351,735 (+1.1%)
WORLD EQUITY GROUP, INC.
Value ($000) $301 (+5.2%) Shares 5,870 (+7.3%)
LPL Financial LLC
Value ($000) $13,603 (+5.6%) Shares 265,377 (+7.7%)
Cetera Investment Advisers
Value ($000) $5,518 (+10.4%) Shares 107,643 (+12.6%)
TWO SIGMA INVESTMENTS, LP
Value ($000) $1,840 (+18.1%) Shares 35,900 (+20.5%)
JPMORGAN CHASE & CO
Value ($000) $1,385 (+27.1%) Shares 27,024 (+29.6%)
ENVESTNET ASSET MANAGEMENT INC
Value ($000) $612 (+7.0%) Shares 11,941 (+9.1%)
IHT Wealth Management, LLC
Value ($000) $710 (+1.4%) Shares 13,852 (+3.4%)
KESTRA PRIVATE WEALTH SERVICES, LLC
Value ($000) $1,516 (-0.8%) Shares 29,569 (+1.2%)
FMR LLC
Value ($000) $23 (+247.5%) Shares 443 (+254.4%)
CWM, LLC
Value ($000) $2 (+156.3%) Shares 31,147 (+161.3%)

Decreased Positions (30)

Archer Investment Management, LLC
Value ($000) $5,194 (-39.2%) Shares 101,325 (-38.0%)
COLUMBIA ADVISORY PARTNERS LLC
Value ($000) $6,579 (-21.6%) Shares 128,345 (-20.1%)
Beacon Financial Advisory LLC
Value ($000) $780 (-12.8%) Shares 15,207 (-11.0%)
Financial Enhancement Group LLC
Value ($000) $2,828 (-3.1%) Shares 54,906 (-2.3%)
COMMONWEALTH EQUITY SERVICES, LLC
Value ($000) $802 (+13604.7%) Shares 15,643 (-86.0%)
Private Advisor Group, LLC
Value ($000) $2,452 (-32.8%) Shares 47,837 (-31.5%)
OSAIC HOLDINGS, INC.
Value ($000) $1,525 (-57.1%) Shares 29,755 (-56.4%)
Atria Investments, Inc
Value ($000) $3,931 (-9.0%) Shares 76,678 (-7.2%)
RAYMOND JAMES FINANCIAL INC
Value ($000) $16,342 (-13.3%) Shares 318,803 (-11.6%)
Summit Financial, LLC
Value ($000) $636 (-28.6%) Shares 12,403 (-27.2%)
MORGAN STANLEY
Value ($000) $1,975 (-54.1%) Shares 38,536 (-53.2%)
NewEdge Advisors, LLC
Value ($000) $3,630 (-11.1%) Shares 70,808 (-9.3%)
Concurrent Investment Advisors, LLC
Value ($000) $1,777 (-9.7%) Shares 34,665 (-7.9%)
BIP Wealth, LLC
Value ($000) $265 (-25.1%) Shares 5,176 (-23.6%)
WCG Wealth Advisors LLC
Value ($000) $1,404 (-5.1%) Shares 27,387 (-3.2%)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Value ($000) $4,612 (-10.3%) Shares 89,980 (-8.6%)
Soltis Investment Advisors LLC
Value ($000) $228 (-17.5%) Shares 4,455 (-15.9%)
Kestra Advisory Services, LLC
Value ($000) $388 (-33.4%) Shares 7,575 (-32.1%)
Stratos Wealth Partners, LTD.
Value ($000) $1,681 (-6.1%) Shares 32,797 (-4.3%)
Allworth Financial LP
Value ($000) $2,055 (-5.6%) Shares 40,086 (-3.8%)

Exited Positions (5)

ORG Partners LLC
Value ($000) $387 Shares 7,499
OLD MISSION CAPITAL LLC
Value ($000) $340 Shares 6,501
Sanctuary Advisors, LLC
Value ($000) $590 Shares 11,739
CITADEL ADVISORS LLC
Value ($000) $782 Shares 14,965
UBS Group AG
Value ($000) $16 Shares 300