Purchases and Sales Made in Q3 2022 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
75.3K+ 9.64% |
$2.57M - $3M
|
857K
$43.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.9K+ 386.36% |
$1.57M - $1.83M
|
57.7K
$2.92M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
27.7KNew |
$945K - $1.1M
|
27.7K
$1.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
18.1KNew |
$617K - $720K
|
18.1K
$914K
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
15K+ 1.42% |
$513K - $598K
|
1.07M
$54.1M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 1.16% |
$449K - $525K
|
1.15M
$58M
|
|
|
Nov 29, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
12.2KNew |
$418K - $488K
|
12.2K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.64KNew |
$261K - $304K
|
7.64K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.29K+ 30.35% |
$249K - $291K
|
31.3K
$1.58M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.28K+ 22.96% |
$180K - $210K
|
28.3K
$1.43M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.89K+ 6.38% |
$133K - $155K
|
64.7K
$3.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.45K+ 2.75% |
$118K - $137K
|
129K
$6.52M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.45K+ 2.75% |
$118K - $137K
|
129K
$6.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.43K+ 43.39% |
$117K - $137K
|
11.3K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.36K+ 6.52% |
$115K - $134K
|
54.9K
$2.77M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.28K+ 6.84% |
$112K - $131K
|
51.3K
$2.59M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.21K+ 4.69% |
$110K - $128K
|
71.6K
$3.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.72K+ 14.62% |
$92.9K - $108K
|
21.3K
$1.08M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.35K+ 4.63% |
$80.2K - $93.6K
|
53K
$2.68M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.7K+ 2.47% |
$57.9K - $67.6K
|
70.4K
$3.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.18KNew |
$40.4K - $47.1K
|
1.18K
$59.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
939+ 6.64% |
$32.1K - $37.4K
|
15.1K
$763K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
548New |
$18.7K - $21.8K
|
548
$27.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
255New |
$8.71K - $10.2K
|
255
$12.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
198+ 6.93% |
$6.76K - $7.89K
|
3.06K
$155K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
183New |
$6.25K - $7.29K
|
183
$9.26K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
148+ 82.22% |
$5.05K - $5.9K
|
328
$16.6K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
32+ 0.48% |
$1.09K - $1.28K
|
6.67K
$338K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 0.34% |
$683 - $797
|
5.87K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
12+ 0.13% |
$410 - $478
|
9.24K
$467K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.57% |
$205 - $239
|
1.06K
$53.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 1.36% |
$137 - $159
|
298
$15.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.68% |
$34.2 - $39.9
|
148
$7.49K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 2.36% |
$307 - $359
|
372
$18.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-13- 0.2% |
$444 - $518
|
6.39K
$323K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-86- 0.47% |
$2.94K - $3.43K
|
18.4K
$929K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-90- 4.83% |
$3.07K - $3.59K
|
1.78K
$89.8K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-109- 12.54% |
$3.72K - $4.34K
|
760
$38.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-151- 2.5% |
$5.16K - $6.02K
|
5.9K
$298K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-350- 1.66% |
$12K - $14K
|
20.8K
$1.05M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-358- 3.38% |
$12.2K - $14.3K
|
10.2K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-448- 1.44% |
$15.3K - $17.9K
|
30.7K
$1.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-654- 5.13% |
$22.3K - $26.1K
|
12.1K
$612K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-957- 0.86% |
$32.7K - $38.1K
|
110K
$5.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.7K- 47.69% |
$569K - $665K
|
18.3K
$925K
|