Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
74.7KNew |
$2.76M - $3.15M
|
74.7K
$3.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
61.1KNew |
$2.26M - $2.58M
|
61.1K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25KNew |
$923K - $1.05M
|
25K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
23.7K+ 7.74% |
$875K - $999K
|
330K
$16.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.2K+ 19.14% |
$785K - $896K
|
132K
$6.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
17.6K+ 1.53% |
$650K - $742K
|
1.17M
$59.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.2KNew |
$527K - $601K
|
14.2K
$720K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.1K+ 11.13% |
$300K - $342K
|
80.8K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.57KNew |
$243K - $277K
|
6.57K
$332K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
6.29K+ 12.74% |
$232K - $265K
|
55.6K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.15K+ 37.51% |
$227K - $259K
|
22.5K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
4.99KNew |
$184K - $210K
|
4.99K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.53KNew |
$167K - $191K
|
4.53K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.33K+ 129.86% |
$123K - $140K
|
5.89K
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.31K+ 36.74% |
$122K - $140K
|
12.3K
$623K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.21K+ 4.17% |
$119K - $135K
|
80.3K
$4.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.03K+ 21.2% |
$112K - $128K
|
17.3K
$877K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.46K+ 239.46% |
$91.1K - $104K
|
3.49K
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.54K+ 1.85% |
$57K - $65K
|
85K
$4.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.41K+ 2.41% |
$52.2K - $59.5K
|
59.9K
$3.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
405+ 1.64% |
$15K - $17.1K
|
25.1K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18+ 0.44% |
$666 - $760
|
4.13K
$209K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.16% |
$370 - $422
|
6.27K
$317K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2+ 0.01% |
$74 - $84.4
|
27.5K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28- 0.29% |
$1.04K - $1.18K
|
9.57K
$484K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-117- 38.11% |
$4.33K - $4.94K
|
190
$9.61K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-390- 1.39% |
$14.4K - $16.5K
|
27.6K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-772- 8.43% |
$28.6K - $32.6K
|
8.39K
$424K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.16K- 29.08% |
$42.9K - $48.9K
|
2.83K
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.32K- 12.78% |
$48.6K - $55.5K
|
8.97K
$454K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.33K- 5.82% |
$49K - $55.9K
|
21.4K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.85K- 7.14% |
$68.2K - $77.9K
|
24K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.28K- 36.28% |
$121K - $139K
|
5.77K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.55K- 9.02% |
$205K - $234K
|
56K
$2.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.58K- 20.61% |
$280K - $320K
|
29.2K
$1.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-12.3K- 26.14% |
$453K - $517K
|
34.6K
$1.75M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-21.5K- 64.48% |
$794K - $905K
|
11.8K
$598K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-27.8K- 47.17% |
$1.03M - $1.17M
|
31.1K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.8K- 40.33% |
$1.36M - $1.55M
|
54.5K
$2.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-40.3K- 44.81% |
$1.49M - $1.7M
|
49.7K
$2.51M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69K- 85.04% |
$2.55M - $2.91M
|
12.1K
$614K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-75.3K- 5.95% |
$2.78M - $3.18M
|
1.19M
$60.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-233K- 29.36% |
$8.61M - $9.82M
|
560K
$28.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-263K- 95.6% |
$9.74M - $11.1M
|
12.1K
$614K
|