Purchases and Sales Made in Q2 2021 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.8K+ 5.85% |
$1.71M - $1.79M
|
810K
$39.6M
|
|
Aug 02, 2021
Q2 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
36K+ 3.67% |
$1.37M - $1.44M
|
1.02M
$49.7M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
26.2KNew |
$1M - $1.05M
|
26.2K
$1.28M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.59K+ 136.12% |
$366K - $383K
|
16.6K
$813K
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.74K+ 94.4% |
$333K - $349K
|
18K
$879K
|
|
Jul 26, 2021
Q2 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.61K+ 8.91% |
$176K - $184K
|
56.4K
$2.76M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.18K+ 14.01% |
$159K - $167K
|
34K
$1.66M
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.55K+ 10.04% |
$135K - $142K
|
38.9K
$1.9M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.61K+ 33.35% |
$61.4K - $64.3K
|
6.43K
$314K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.05K+ 1.0% |
$39.9K - $41.8K
|
105K
$5.14M
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1KNew |
$38.3K - $40.1K
|
1K
$49K
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
400+ 2.3% |
$15.3K - $16K
|
17.8K
$868K
|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
305New |
$11.6K - $12.2K
|
305
$14.9K
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
200New |
$7.63K - $7.99K
|
200
$9.77K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
156New |
$5.95K - $6.23K
|
156
$7.62K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
74New |
$2.82K - $2.96K
|
74
$3.62K
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.39% |
$153 - $160
|
1.04K
$50.6K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.13% |
$38.1 - $40
|
792
$38.7K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-366Closed |
$14K - $14.6K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-478- 3.73% |
$18.2K - $19.1K
|
12.3K
$602K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-688Closed |
$26.2K - $27.5K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.01K- 7.46% |
$38.5K - $40.4K
|
12.5K
$612K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.39KClosed |
$52.9K - $55.4K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.79K- 7.95% |
$68.4K - $71.6K
|
20.8K
$1.01M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.76K- 28.93% |
$105K - $110K
|
6.78K
$331K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-3.02K- 68.44% |
$115K - $120K
|
1.39K
$67.9K
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.44K- 42.71% |
$131K - $137K
|
4.61K
$225K
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-4.03K- 7.51% |
$154K - $161K
|
49.7K
$2.43M
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-4.95KClosed |
$189K - $198K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-55.8K- 99.92% |
$2.13M - $2.23M
|
47
$2.3K
|