Institutional Ownership Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $270 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
25,797
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,667
shares
|
$1.29 Million
0.41% of portfolio
|
Q3 2023
Added 125.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
21,889
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
21,824
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
19,550
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
17,662
shares
|
$924,958
0.06% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
15,551
shares
|
$814,405
0.0% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
15,272
shares
|
$799,794
0.02% of portfolio
|
Q1 2022
Reduced 3.26%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
12,705
shares
|
$665,360
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,711
shares
|
$613,305
0.0% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
11,665
shares
|
$610,896
0.01% of portfolio
|
Q3 2024
Reduced 58.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
11,528
shares
|
$603,721
0.0% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
10,550
shares
|
$552,503
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,017
shares
|
$524,590
0.02% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
9,855
shares
|
$516,106
0.0% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
9,780
shares
|
$512,178
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
9,600
shares
|
$502,752
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
9,514
shares
|
$498,248
0.17% of portfolio
|
Q3 2024
Added 22.65%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
8,873
shares
|
$464,679
0.0% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,717
shares
|
$456,509
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,549
shares
|
$395,341
0.02% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,777
shares
|
$354,911
0.0% of portfolio
|
Q3 2023
Added 0.37%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
6,007
shares
|
$314,586
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,039
shares
|
$263,892
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
4,647
shares
|
$243,363
0.02% of portfolio
|
Q3 2024
Reduced 6.82%
|