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 55 institutions that hold shares in the stock, with a total of 4.98 Million shares, which have been reported (via 13F filing form) to have a value of $243 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
24,685
shares
|
$1.21 Million
0.1% of portfolio
|
Q2 2024
Added 14.47%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,667
shares
|
$1.21 Million
0.41% of portfolio
|
Q3 2023
Added 125.08%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
21,306
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2024
Added 9.38%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
20,924
shares
|
$1.02 Million
0.14% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
Bip Wealth, LLC
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
17,060
shares
|
$833,551
0.06% of portfolio
|
Q2 2024
Reduced 11.75%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
15,272
shares
|
$746,189
0.02% of portfolio
|
Q1 2022
Reduced 3.26%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
15,043
shares
|
$735,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
10,415
shares
|
$508,876
0.0% of portfolio
|
Q2 2024
Added 16.07%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
10,376
shares
|
$506,971
0.0% of portfolio
|
Q2 2024
Reduced 13.65%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
10,248
shares
|
$500,717
0.0% of portfolio
|
Q2 2024
Added 42.97%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
10,018
shares
|
$489,479
0.0% of portfolio
|
Q2 2024
Added 62.1%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
9,512
shares
|
$464,756
0.0% of portfolio
|
Q2 2024
New holding
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
8,873
shares
|
$433,534
0.0% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
8,871
shares
|
$433,437
0.01% of portfolio
|
Q2 2024
Added 30.63%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
7,757
shares
|
$379,007
0.14% of portfolio
|
Q2 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
7,699
shares
|
$376,173
0.04% of portfolio
|
Q1 2024
Added 10.17%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,777
shares
|
$331,124
0.0% of portfolio
|
Q3 2023
Added 0.37%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
5,023
shares
|
$245,423
0.0% of portfolio
|
Q2 2024
Added 13.85%
|
|
Rmr Wealth Builders
|
Jul 23, 2024 Q2 2024 |
4,987
shares
|
$243,664
0.03% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
3,762
shares
|
$183,811
0.02% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,511
shares
|
$73,827
0.01% of portfolio
|
Q2 2024
Added 0.33%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,248
shares
|
$60,977
0.0% of portfolio
|
Q2 2024
Reduced 54.35%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
688
shares
|
$33,615
0.0% of portfolio
|
Q2 2024
New holding
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
465
shares
|
$22,719
0.0% of portfolio
|
Q3 2023
Reduced 73.7%
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
244
shares
|
$11,921
0.01% of portfolio
|
Q2 2024
Added 20.2%
|