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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
384KNew |
$18.6M - $20M
|
384K
$19.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
180KNew |
$8.7M - $9.35M
|
180K
$9.13M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
174K+ 70.91% |
$8.41M - $9.05M
|
420K
$21.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
73.9K+ 21.55% |
$3.57M - $3.84M
|
417K
$21.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57.7K+ 43.93% |
$2.79M - $3M
|
189K
$9.59M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.3K+ 96.6% |
$2.09M - $2.25M
|
88.1K
$4.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.8K+ 646.67% |
$1.78M - $1.91M
|
42.5K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.3K+ 114.67% |
$1.66M - $1.78M
|
64.2K
$3.25M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.1K+ 7.0% |
$1.55M - $1.67M
|
490K
$24.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 1.82% |
$1.14M - $1.22M
|
1.31M
$66.5M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.2KNew |
$1.12M - $1.21M
|
23.2K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$993K - $1.07M
|
20.6K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19K+ 126.06% |
$915K - $985K
|
34K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
14.7KNew |
$710K - $764K
|
14.7K
$745K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
14.4K+ 35.49% |
$694K - $747K
|
54.9K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11KNew |
$532K - $573K
|
11K
$559K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.75K+ 70.32% |
$422K - $454K
|
21.2K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.91K+ 66.97% |
$237K - $255K
|
12.2K
$620K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.74K+ 17540.74% |
$229K - $246K
|
4.76K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.72K+ 135.91% |
$228K - $245K
|
8.19K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.49K+ 45.57% |
$217K - $233K
|
14.3K
$726K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.12K+ 3.78% |
$151K - $162K
|
85.7K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.52K+ 3.06% |
$122K - $131K
|
85.1K
$4.31M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.52K+ 2.91% |
$122K - $131K
|
89.2K
$4.52M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
996New |
$48.1K - $51.7K
|
996
$50.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
375+ 0.85% |
$18.1K - $19.5K
|
44.7K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
372New |
$18K - $19.3K
|
372
$18.9K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
178New |
$8.6K - $9.25K
|
178
$9.02K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15+ 0.05% |
$724 - $779
|
29.1K
$1.48M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5+ 0.03% |
$241 - $260
|
14.7K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-63- 2.99% |
$3.04K - $3.27K
|
2.05K
$104K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-171- 73.39% |
$8.26K - $8.88K
|
62
$3.14K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-185Closed |
$8.93K - $9.61K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-189- 4.09% |
$9.13K - $9.82K
|
4.43K
$225K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-668- 48.06% |
$32.3K - $34.7K
|
722
$36.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-820- 29.72% |
$39.6K - $42.6K
|
1.94K
$98.3K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-979- 13.43% |
$47.3K - $50.9K
|
6.31K
$320K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.49K- 7.83% |
$72.1K - $77.6K
|
17.6K
$890K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.56K- 4.86% |
$75.1K - $80.8K
|
30.4K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.27K- 23.65% |
$109K - $118K
|
7.32K
$371K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.71K- 6.65% |
$131K - $141K
|
38K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-3.13K- 19.48% |
$151K - $163K
|
12.9K
$656K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-3.15K- 24.81% |
$152K - $164K
|
9.55K
$484K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.21K- 21.77% |
$155K - $166K
|
11.5K
$584K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.37K- 0.89% |
$163K - $175K
|
376K
$19M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.44K- 18.35% |
$166K - $179K
|
15.3K
$776K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-7.39K- 79.65% |
$357K - $384K
|
1.89K
$95.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.4K- 47.13% |
$503K - $541K
|
11.7K
$592K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-15.7K- 10.07% |
$760K - $817K
|
141K
$7.13M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.5K- 48.07% |
$847K - $912K
|
19K
$961K
|