Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
230KNew |
$10.2M - $11.8M
|
230K
$11.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
37.5K+ 9.75% |
$1.66M - $1.93M
|
422K
$21.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
30.6KNew |
$1.36M - $1.58M
|
30.6K
$1.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
22.7K+ 6.03% |
$1.01M - $1.17M
|
398K
$20.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21K+ 23.58% |
$934K - $1.08M
|
110K
$5.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
21K+ 14.92% |
$932K - $1.08M
|
162K
$8.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
19.6K+ 22.89% |
$871K - $1.01M
|
105K
$5.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 144.26% |
$784K - $908K
|
29.9K
$1.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.1K+ 16.04% |
$628K - $727K
|
102K
$5.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.96K+ 19.12% |
$398K - $461K
|
55.8K
$2.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.85KNew |
$260K - $301K
|
5.85K
$295K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.37KNew |
$239K - $276K
|
5.37K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.43KNew |
$197K - $228K
|
4.43K
$223K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.24K+ 12.48% |
$188K - $218K
|
38.2K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
483+ 4025.0% |
$21.5K - $24.9K
|
495
$25K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.05% |
$2.22K - $2.57K
|
4.81K
$243K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
36+ 0.33% |
$1.6K - $1.85K
|
11.1K
$558K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25+ 0.22% |
$1.11K - $1.29K
|
11.5K
$582K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15+ 0.21% |
$666 - $772
|
7.33K
$370K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-15- 0.34% |
$666 - $772
|
4.42K
$223K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-148- 7.84% |
$6.57K - $7.62K
|
1.74K
$87.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-161- 8.3% |
$7.15K - $8.29K
|
1.78K
$89.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200- 1.31% |
$8.88K - $10.3K
|
15.1K
$763K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-232- 49.89% |
$10.3K - $11.9K
|
233
$11.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-258- 3.15% |
$11.5K - $13.3K
|
7.94K
$400K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-306- 0.81% |
$13.6K - $15.7K
|
37.7K
$1.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-976- 2.18% |
$43.4K - $50.2K
|
43.8K
$2.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.03K- 3.55% |
$45.9K - $53.2K
|
28.1K
$1.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.41K- 12.06% |
$62.6K - $72.5K
|
10.3K
$518K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.61K- 2.94% |
$71.7K - $83.1K
|
53.3K
$2.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.83K- 20.03% |
$126K - $146K
|
11.3K
$571K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.98K- 14.07% |
$132K - $153K
|
18.2K
$919K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.03K- 38.85% |
$223K - $259K
|
7.91K
$399K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.64K- 13.26% |
$250K - $290K
|
36.9K
$1.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-49.7K- 24.88% |
$2.21M - $2.56M
|
150K
$7.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-71.1K- 39.5% |
$3.16M - $3.66M
|
109K
$5.5M
|