Purchases and Sales Made in Q2 2022 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
148K+ 23.33% |
$5.21M - $6.17M
|
781K
$40.9M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103K+ 456.55% |
$3.63M - $4.29M
|
125K
$6.57M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
31KNew |
$1.09M - $1.29M
|
31K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.4K+ 436.19% |
$1M - $1.19M
|
35K
$1.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.2K+ 50.08% |
$606K - $717K
|
51.5K
$2.7M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.2K+ 50.08% |
$606K - $717K
|
51.5K
$2.7M
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
13.7K+ 147.99% |
$484K - $573K
|
23K
$1.2M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
13K+ 117.66% |
$458K - $542K
|
24K
$1.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.88K+ 46.43% |
$348K - $412K
|
31.2K
$1.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.85K+ 112.4% |
$347K - $411K
|
18.6K
$974K
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
8.71KNew |
$307K - $363K
|
8.71K
$456K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.64KNew |
$234K - $277K
|
6.64K
$348K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.09K+ 8.01% |
$180K - $212K
|
68.7K
$3.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.61K+ 8.2% |
$163K - $192K
|
60.9K
$3.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.2KNew |
$113K - $134K
|
3.2K
$168K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.86KNew |
$101K - $119K
|
2.86K
$150K
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.74K+ 4.18% |
$96.7K - $114K
|
68.4K
$3.58M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.31KNew |
$81.3K - $96.2K
|
2.31K
$121K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.8K+ 17.89% |
$63.5K - $75.1K
|
11.9K
$622K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
831+ 1.76% |
$29.3K - $34.7K
|
48K
$2.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
779+ 5.83% |
$27.5K - $32.5K
|
14.1K
$741K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
89+ 5.01% |
$3.14K - $3.71K
|
1.87K
$97.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
37New |
$1.3K - $1.54K
|
37
$1.94K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18+ 0.31% |
$635 - $751
|
5.85K
$306K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.38% |
$141 - $167
|
1.05K
$55K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 2.0% |
$106 - $125
|
147
$7.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-47- 0.22% |
$1.66K - $1.96K
|
21.1K
$1.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-150- 18.25% |
$5.29K - $6.26K
|
672
$35.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-188- 2.0% |
$6.63K - $7.84K
|
9.22K
$483K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-189- 33.16% |
$6.67K - $7.89K
|
381
$20K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-251Closed |
$8.85K - $10.5K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-254Closed |
$8.96K - $10.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-262- 2.01% |
$9.24K - $10.9K
|
12.8K
$668K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-300Closed |
$10.6K - $12.5K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-552- 7.93% |
$19.5K - $23K
|
6.41K
$335K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-756- 3.93% |
$26.7K - $31.5K
|
18.5K
$967K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.16K- 1.04% |
$41.1K - $48.6K
|
111K
$5.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2K- 20.14% |
$70.4K - $83.2K
|
7.91K
$414K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.79K- 20.82% |
$98.2K - $116K
|
10.6K
$555K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.86KClosed |
$101K - $119K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.96KClosed |
$175K - $207K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.71K- 0.59% |
$237K - $280K
|
1.13M
$59.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.53K- 12.94% |
$266K - $314K
|
50.7K
$2.65M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.4K- 77.16% |
$721K - $853K
|
6.05K
$317K
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-42K- 3.83% |
$1.48M - $1.75M
|
1.05M
$55.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-93.5K- 42.73% |
$3.3M - $3.9M
|
125K
$6.57M
|