Purchases and Sales Made in Q2 2023 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q2 2023. 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 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
51.2KNew |
$1.86M - $1.98M
|
51.2K
$2.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
29.2K+ 2.66% |
$1.07M - $1.13M
|
1.13M
$57.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20.6K+ 2.66% |
$750K - $798K
|
796K
$40.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
19.1K+ 36.3% |
$698K - $742K
|
71.9K
$3.64M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 95.32% |
$441K - $469K
|
24.8K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$395K - $420K
|
10.8K
$548K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.51K+ 10.49% |
$310K - $330K
|
89.7K
$4.54M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.41K+ 0.68% |
$307K - $326K
|
1.25M
$63M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.74K+ 6.46% |
$173K - $184K
|
78.2K
$3.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.16K+ 4.34% |
$115K - $122K
|
75.8K
$3.84M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.68K+ 9.52% |
$97.6K - $104K
|
30.8K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.52K+ 43.56% |
$91.7K - $97.6K
|
8.3K
$420K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.22K+ 31.57% |
$80.7K - $85.9K
|
9.23K
$467K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.69K+ 104.78% |
$61.6K - $65.5K
|
3.3K
$167K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.41K+ 1.72% |
$51.4K - $54.7K
|
83.4K
$4.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.29K+ 3.76% |
$46.9K - $49.9K
|
35.6K
$1.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.16K+ 2.47% |
$42.2K - $44.9K
|
48.1K
$2.43M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
966+ 4.03% |
$35.2K - $37.5K
|
24.9K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
569+ 29.47% |
$20.7K - $22.1K
|
2.5K
$126K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
466+ 11.21% |
$17K - $18.1K
|
4.62K
$234K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
25+ 0.37% |
$911 - $969
|
6.75K
$342K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 0.27% |
$583 - $620
|
5.91K
$299K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-37- 4.09% |
$1.35K - $1.43K
|
868
$43.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-57- 7.71% |
$2.08K - $2.21K
|
682
$34.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-63- 21.43% |
$2.3K - $2.44K
|
231
$11.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-136- 2.08% |
$4.96K - $5.27K
|
6.4K
$324K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-226- 2.38% |
$8.24K - $8.76K
|
9.28K
$469K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-254- 1.14% |
$9.26K - $9.85K
|
22K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-256- 28.73% |
$9.33K - $9.93K
|
635
$32.1K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-321- 3.23% |
$11.7K - $12.4K
|
9.6K
$486K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.04K- 8.67% |
$37.9K - $40.4K
|
11K
$554K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.04K- 6.71% |
$38K - $40.4K
|
14.5K
$733K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.35K- 43.28% |
$49.2K - $52.3K
|
1.77K
$89.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.77K- 6.04% |
$64.5K - $68.6K
|
27.5K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.93K- 3.13% |
$70.2K - $74.7K
|
59.5K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.98K- 27.48% |
$145K - $154K
|
10.5K
$531K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.27K- 8.52% |
$192K - $204K
|
56.6K
$2.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.27K- 39.84% |
$301K - $321K
|
12.5K
$632K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26.5K- 22.28% |
$966K - $1.03M
|
92.5K
$4.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.6K- 25.67% |
$3.01M - $3.2M
|
239K
$12.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-122K- 58.02% |
$4.45M - $4.74M
|
88.4K
$4.47M
|