Purchases and Sales Made in Q4 2022 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
187K+ 877.02% |
$6.5M - $7.43M
|
208K
$10.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
118KNew |
$4.1M - $4.68M
|
118K
$5.96M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
86.2K+ 7.51% |
$3M - $3.42M
|
1.23M
$62.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
73K+ 39883.06% |
$2.54M - $2.9M
|
73.2K
$3.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.9K+ 191.76% |
$2.05M - $2.34M
|
89.6K
$4.53M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
44.7KNew |
$1.55M - $1.77M
|
44.7K
$2.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.9KNew |
$1.01M - $1.15M
|
28.9K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
28.2K+ 2.64% |
$982K - $1.12M
|
1.1M
$55.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.6K+ 37.56% |
$716K - $818K
|
75.5K
$3.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6K+ 191.78% |
$509K - $581K
|
22.3K
$1.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11.2K+ 62.13% |
$390K - $446K
|
29.3K
$1.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.95K+ 13.78% |
$276K - $316K
|
65.7K
$3.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
6.4KNew |
$222K - $254K
|
6.4K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.8KNew |
$202K - $230K
|
5.8K
$294K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.06K+ 85.76% |
$176K - $201K
|
11K
$554K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.83K+ 25.39% |
$133K - $152K
|
18.9K
$957K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.45K+ 11.82% |
$85.3K - $97.4K
|
23.2K
$1.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.11K+ 2.95% |
$73.3K - $83.7K
|
73.7K
$3.73M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.68K+ 3.27% |
$58.3K - $66.5K
|
53K
$2.68M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
634+ 115.69% |
$22K - $25.2K
|
1.18K
$59.8K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
150New |
$5.22K - $5.96K
|
150
$7.59K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
119+ 36.28% |
$4.14K - $4.72K
|
447
$22.6K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
35+ 0.52% |
$1.22K - $1.39K
|
6.71K
$339K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21+ 0.36% |
$730 - $834
|
5.89K
$298K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 2.68% |
$278 - $318
|
306
$15.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.47% |
$174 - $199
|
1.06K
$53.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.6% |
$139 - $159
|
676
$34.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-24- 6.45% |
$834 - $953
|
348
$17.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-177- 9.97% |
$6.15K - $7.03K
|
1.6K
$80.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-311- 3.04% |
$10.8K - $12.3K
|
9.93K
$502K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-474- 0.73% |
$16.5K - $18.8K
|
64.3K
$3.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-544- 4.49% |
$18.9K - $21.6K
|
11.6K
$585K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-760Closed |
$26.4K - $30.2K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-838- 27.41% |
$29.1K - $33.3K
|
2.22K
$112K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-986- 83.42% |
$34.3K - $39.1K
|
196
$9.91K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.73K- 6.11% |
$60K - $68.6K
|
26.6K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.58K- 14.06% |
$89.8K - $103K
|
15.8K
$799K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.59K- 28.01% |
$89.9K - $103K
|
6.65K
$336K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-20K- 72.42% |
$697K - $796K
|
7.64K
$386K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-22.9K- 32.48% |
$795K - $908K
|
47.5K
$2.4M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-44.3K- 34.36% |
$1.54M - $1.76M
|
84.6K
$4.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-44.3K- 34.36% |
$1.54M - $1.76M
|
84.6K
$4.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-56.2K- 6.57% |
$1.96M - $2.23M
|
800K
$40.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-80.6K- 73.33% |
$2.8M - $3.2M
|
29.3K
$1.48M
|