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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,280
shares
|
$171,773
0.01% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,149
shares
|
$112,543
0.0% of portfolio
|
Q3 2024
Added 72.2%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
712
shares
|
$37,287
0.0% of portfolio
|
Q3 2024
Added 2537.04%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
688
shares
|
$36,030
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
465
shares
|
$24,352
0.0% of portfolio
|
Q3 2023
Reduced 73.7%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
230
shares
|
$12,045
0.0% of portfolio
|
Q1 2023
Reduced 24.59%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
222
shares
|
$11,626
0.01% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
209
shares
|
$10,945
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
209
shares
|
$10,945
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
185
shares
|
$9,688
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
75
shares
|
$3,927
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|