Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q1 2024. 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 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
119K+ 10.01% |
$4.97M - $5.54M
|
1.31M
$64.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.5K+ 572.64% |
$2.9M - $3.23M
|
81.6K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.5K+ 572.64% |
$2.9M - $3.23M
|
81.6K
$4M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
24.9K+ 30.84% |
$1.04M - $1.16M
|
106K
$5.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.5K+ 25.82% |
$645K - $720K
|
75.3K
$3.7M
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
14.4K+ 4.38% |
$602K - $672K
|
344K
$16.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.9K+ 24.77% |
$578K - $645K
|
69.8K
$3.43M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12KNew |
$501K - $559K
|
12K
$589K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.5K+ 17.25% |
$440K - $491K
|
71.7K
$3.52M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.25K+ 75.09% |
$386K - $430K
|
21.6K
$1.06M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.66KNew |
$361K - $403K
|
8.66K
$425K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.49K+ 29.63% |
$270K - $302K
|
28.4K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
5.47K+ 6.43% |
$228K - $255K
|
90.5K
$4.44M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.41KNew |
$184K - $205K
|
4.41K
$216K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.3K+ 94.42% |
$138K - $154K
|
6.79K
$333K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.23K+ 11.7% |
$135K - $150K
|
30.8K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.26K+ 470.77% |
$94K - $105K
|
2.73K
$134K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.18K+ 2.92% |
$91K - $102K
|
76.9K
$3.77M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.14K+ 12.36% |
$89.3K - $99.7K
|
19.5K
$955K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.91K+ 2.38% |
$79.7K - $89K
|
82.2K
$4.03M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.49K+ 119.07% |
$62K - $69.2K
|
2.73K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.28K+ 21.72% |
$53.3K - $59.5K
|
7.17K
$352K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.03K+ 36.54% |
$43.1K - $48.1K
|
3.86K
$189K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
924+ 0.08% |
$38.5K - $43K
|
1.17M
$57.4M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
783+ 10.17% |
$32.7K - $36.4K
|
8.48K
$416K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
628+ 2.5% |
$26.2K - $29.2K
|
25.8K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
587+ 7.0% |
$24.5K - $27.3K
|
8.97K
$440K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
495+ 0.61% |
$20.6K - $23K
|
81.6K
$4M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
432New |
$18K - $20.1K
|
432
$21.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
162+ 2.81% |
$6.76K - $7.54K
|
5.93K
$291K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
98+ 0.46% |
$4.09K - $4.56K
|
21.5K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
15+ 0.3% |
$626 - $698
|
5K
$245K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 6.84% |
$542 - $605
|
203
$9.96K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-100- 1.11% |
$4.17K - $4.66K
|
8.87K
$435K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-838- 2.87% |
$34.9K - $39K
|
28.4K
$1.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.08K- 3.9% |
$44.8K - $50K
|
26.5K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.63K- 63.54% |
$109K - $122K
|
1.51K
$73.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.68K- 8.6% |
$112K - $125K
|
28.5K
$1.4M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.7K- 59.6% |
$113K - $126K
|
1.83K
$89.7K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.95K- 3.95% |
$123K - $137K
|
71.7K
$3.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.8K- 10.99% |
$159K - $177K
|
30.8K
$1.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.32K- 8.7% |
$180K - $201K
|
45.4K
$2.22M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.66K- 19.44% |
$194K - $217K
|
19.3K
$948K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.41K- 9.73% |
$226K - $252K
|
50.2K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.07K- 31.37% |
$295K - $329K
|
15.5K
$758K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.08K- 16.67% |
$379K - $423K
|
45.4K
$2.23M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.8K- 75.24% |
$783K - $874K
|
6.18K
$303K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.1K- 16.73% |
$922K - $1.03M
|
110K
$5.4M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-53K- 9.47% |
$2.21M - $2.47M
|
507K
$24.9M
|