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
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82.2K+ 573.64% |
$3.65M - $4.23M
|
96.5K
$4.98M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
81.6K+ 108865.33% |
$3.63M - $4.2M
|
81.7K
$4.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
68.3K+ 670.22% |
$3.03M - $3.51M
|
78.5K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40.7K+ 8.3% |
$1.81M - $2.09M
|
531K
$27.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
37.5K+ 9.75% |
$1.66M - $1.93M
|
422K
$21.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
30.6KNew |
$1.36M - $1.58M
|
30.6K
$1.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
22.7K+ 6.03% |
$1.01M - $1.17M
|
398K
$20.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21K+ 23.58% |
$934K - $1.08M
|
110K
$5.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
21K+ 14.92% |
$932K - $1.08M
|
162K
$8.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
19.6K+ 22.89% |
$871K - $1.01M
|
105K
$5.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.3K+ 96.8% |
$815K - $944K
|
37.3K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.3K+ 378.36% |
$812K - $941K
|
23.1K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 144.26% |
$784K - $908K
|
29.9K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.7K+ 24.43% |
$697K - $807K
|
79.9K
$4.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.1K+ 16.04% |
$628K - $727K
|
102K
$5.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$607K - $703K
|
13.7K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10KNew |
$444K - $514K
|
10K
$516K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.96K+ 19.12% |
$398K - $461K
|
55.8K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.72K+ 4.61% |
$387K - $449K
|
198K
$10.2M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.68KNew |
$385K - $446K
|
8.68K
$448K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.9K+ 0.6% |
$351K - $407K
|
1.32M
$68.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.84K+ 1.64% |
$304K - $352K
|
424K
$21.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.85KNew |
$260K - $301K
|
5.85K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.37KNew |
$239K - $276K
|
5.37K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.43KNew |
$197K - $228K
|
4.43K
$229K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.24K+ 12.48% |
$188K - $218K
|
38.2K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.72KNew |
$76.3K - $88.4K
|
1.72K
$88.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
483+ 4025.0% |
$21.5K - $24.9K
|
495
$25.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
112+ 15.51% |
$4.98K - $5.76K
|
834
$43.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.05% |
$2.22K - $2.57K
|
4.81K
$248K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
36+ 0.33% |
$1.6K - $1.85K
|
11.1K
$571K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25+ 0.22% |
$1.11K - $1.29K
|
11.5K
$596K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15+ 0.21% |
$666 - $772
|
7.33K
$378K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-15- 0.34% |
$666 - $772
|
4.42K
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-148- 7.84% |
$6.57K - $7.62K
|
1.74K
$89.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-161- 8.3% |
$7.15K - $8.29K
|
1.78K
$91.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-163- 13.06% |
$7.24K - $8.39K
|
1.09K
$56K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200- 1.31% |
$8.88K - $10.3K
|
15.1K
$780K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-204- 2.14% |
$9.06K - $10.5K
|
9.34K
$482K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-232- 49.89% |
$10.3K - $11.9K
|
233
$12K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-258- 3.15% |
$11.5K - $13.3K
|
7.94K
$410K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-306- 0.81% |
$13.6K - $15.7K
|
37.7K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-310- 4.91% |
$13.8K - $16K
|
6K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-408- 19.95% |
$18.1K - $21K
|
1.64K
$84.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-689- 4.69% |
$30.6K - $35.5K
|
14K
$724K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-772- 88.74% |
$34.3K - $39.7K
|
98
$5.06K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-976- 2.18% |
$43.4K - $50.2K
|
43.8K
$2.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.03K- 3.55% |
$45.9K - $53.2K
|
28.1K
$1.45M
|