Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.74K+ 17540.74% |
$229K - $246K
|
4.76K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.12K+ 3.78% |
$151K - $162K
|
85.7K
$4.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-189- 4.09% |
$9.13K - $9.82K
|
4.43K
$209K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.21K- 21.77% |
$155K - $166K
|
11.5K
$542K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.44K- 18.35% |
$166K - $179K
|
15.3K
$721K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-15.7K- 10.07% |
$760K - $817K
|
141K
$6.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-50.1K- 34.38% |
$2.42M - $2.6M
|
95.5K
$4.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-76.2K- 27.61% |
$3.68M - $3.96M
|
200K
$9.41M
|