Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
306KNew |
$11.7M - $12.2M
|
306K
$15.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.2K+ 15.12% |
$1.38M - $1.44M
|
275K
$13.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
28KNew |
$1.07M - $1.11M
|
28K
$1.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
23.8K+ 2.11% |
$910K - $949K
|
1.15M
$58.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.3K+ 23.71% |
$811K - $846K
|
111K
$5.61M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.3K+ 1.47% |
$700K - $729K
|
1.26M
$64M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.4KNew |
$625K - $652K
|
16.4K
$829K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5K+ 20.4% |
$591K - $616K
|
91.3K
$4.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
13.7K+ 125.08% |
$523K - $545K
|
24.7K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 97.94% |
$467K - $487K
|
24.7K
$1.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.01KNew |
$344K - $358K
|
9.01K
$456K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.98KNew |
$343K - $357K
|
8.98K
$454K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.31K+ 14.28% |
$279K - $291K
|
58.5K
$2.96M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.45K+ 7.95% |
$93.6K - $97.5K
|
33.3K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.41K+ 15.26% |
$53.8K - $56.1K
|
10.6K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.24K+ 3.5% |
$47.5K - $49.5K
|
36.8K
$1.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 4.16% |
$39.4K - $41K
|
25.8K
$1.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
857+ 1.19% |
$32.7K - $34.1K
|
72.7K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
755+ 9.1% |
$28.8K - $30K
|
9.05K
$458K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
745+ 3.39% |
$28.4K - $29.6K
|
22.7K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
685+ 20.75% |
$26.1K - $27.2K
|
3.99K
$202K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
197+ 4.26% |
$7.52K - $7.84K
|
4.82K
$244K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
161+ 18.55% |
$6.15K - $6.4K
|
1.03K
$52K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
80+ 0.1% |
$3.05K - $3.18K
|
83.5K
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
76+ 32.9% |
$2.9K - $3.02K
|
307
$15.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62+ 2.48% |
$2.37K - $2.47K
|
2.56K
$130K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
25+ 0.37% |
$954 - $995
|
6.78K
$343K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2- 0.01% |
$76.3 - $79.6
|
27.5K
$1.39M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8- 0.08% |
$305 - $318
|
9.6K
$485K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-120- 1.29% |
$4.58K - $4.77K
|
9.16K
$463K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-141- 2.2% |
$5.38K - $5.61K
|
6.26K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-156- 24.57% |
$5.95K - $6.21K
|
479
$24.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-188- 1.3% |
$7.18K - $7.48K
|
14.3K
$723K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-201- 1.92% |
$7.67K - $8K
|
10.3K
$520K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-534- 78.3% |
$20.4K - $21.2K
|
148
$7.49K
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-614- 1.03% |
$23.4K - $24.4K
|
58.9K
$2.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.21K- 2.52% |
$46.2K - $48.2K
|
46.9K
$2.37M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.3K- 73.7% |
$49.7K - $51.8K
|
465
$23.5K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.8K- 30.45% |
$68.7K - $71.6K
|
4.11K
$208K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.46K- 2.66% |
$93.9K - $97.8K
|
90K
$4.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3K- 0.38% |
$115K - $119K
|
793K
$40.1M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.15K- 27.28% |
$235K - $244K
|
16.4K
$829K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-7.27K- 12.85% |
$278K - $289K
|
49.3K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.4K- 12.85% |
$434K - $452K
|
77.1K
$3.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.7K- 21.32% |
$636K - $663K
|
61.5K
$3.11M
|