Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR US MULTIFACTOR F.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
246K+ 326.61% |
$8.79M - $9.76M
|
322K
$16.3M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
28.2K+ 53.25% |
$1.01M - $1.12M
|
81.2K
$4.1M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
23.9KNew |
$853K - $948K
|
23.9K
$1.21M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.5KNew |
$516K - $573K
|
14.5K
$732K
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
12.7KNew |
$453K - $503K
|
12.7K
$642K
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
8.3K+ 11.27% |
$296K - $329K
|
82K
$4.15M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.02KNew |
$250K - $278K
|
7.02K
$355K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7K+ 10.66% |
$249K - $277K
|
72.7K
$3.68M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.36K+ 18.54% |
$191K - $212K
|
34.3K
$1.73M
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.2K+ 10.95% |
$186K - $206K
|
52.7K
$2.67M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.31K+ 0.35% |
$154K - $171K
|
1.24M
$62.6M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.16KNew |
$148K - $165K
|
4.16K
$210K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.28K+ 1.09% |
$81.2K - $90.1K
|
211K
$10.7M
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.23K+ 5.0% |
$79.6K - $88.4K
|
46.9K
$2.37M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.85K+ 9.75% |
$65.8K - $73K
|
20.8K
$1.05M
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.82K+ 0.17% |
$64.9K - $72.1K
|
1.1M
$55.6M
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.59K+ 6.0% |
$56.8K - $63.1K
|
28.1K
$1.42M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.15K+ 0.98% |
$41K - $45.5K
|
119K
$6.02M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
749+ 63.37% |
$26.7K - $29.7K
|
1.93K
$97.7K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
543+ 277.04% |
$19.4K - $21.5K
|
739
$37.4K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
444+ 99.33% |
$15.8K - $17.6K
|
891
$45.1K
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
439+ 3.8% |
$15.7K - $17.4K
|
12K
$607K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
229+ 33.88% |
$8.16K - $9.07K
|
905
$45.8K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20+ 0.07% |
$713 - $792
|
29.3K
$1.48M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.28% |
$677 - $752
|
6.73K
$340K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
14+ 0.88% |
$499 - $554
|
1.61K
$81.5K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 0.19% |
$392 - $435
|
5.9K
$298K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.09% |
$35.7 - $39.6
|
1.06K
$53.8K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25- 0.43% |
$891 - $990
|
5.78K
$292K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-54- 15.52% |
$1.93K - $2.14K
|
294
$14.9K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-75- 24.59% |
$2.67K - $2.97K
|
230
$11.6K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-75- 50.0% |
$2.67K - $2.97K
|
75
$3.79K
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-117- 1.76% |
$4.17K - $4.63K
|
6.53K
$330K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-256- 1.62% |
$9.13K - $10.1K
|
15.5K
$786K
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-752- 11.75% |
$26.8K - $29.8K
|
5.65K
$286K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-953- 4.11% |
$34K - $37.7K
|
22.3K
$1.13M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.46K- 13.28% |
$51.9K - $57.6K
|
9.5K
$481K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.68K- 11.41% |
$60K - $66.6K
|
13.1K
$661K
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.8K- 4.36% |
$99.9K - $111K
|
61.5K
$3.11M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-11.3K- 15.45% |
$403K - $447K
|
61.9K
$3.13M
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-15.3K- 52.23% |
$545K - $606K
|
14K
$708K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.1K- 18.03% |
$576K - $639K
|
73.4K
$3.71M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-25.4K- 3.17% |
$905K - $1M
|
775K
$39.2M
|