Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
276KNew |
$13.4M - $14.6M
|
276K
$14.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
156KNew |
$7.57M - $8.26M
|
156K
$8.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
10.9K+ 2.97% |
$530K - $578K
|
379K
$19.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.19K+ 6.74% |
$445K - $486K
|
146K
$7.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.02KNew |
$340K - $371K
|
7.02K
$363K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.96KNew |
$337K - $368K
|
6.96K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.69KNew |
$276K - $301K
|
5.69K
$294K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.47KNew |
$168K - $184K
|
3.47K
$179K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.92K+ 30.72% |
$142K - $155K
|
12.4K
$642K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.43K+ 9.12% |
$118K - $129K
|
29.1K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.11K+ 1.86% |
$102K - $112K
|
115K
$5.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.39K+ 1.34% |
$67.1K - $73.2K
|
105K
$5.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
702+ 102.03% |
$34K - $37.1K
|
1.39K
$71.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
439+ 1.09% |
$21.3K - $23.2K
|
40.7K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-7- 0.06% |
$339 - $370
|
12.7K
$656K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-16- 0.17% |
$775 - $846
|
9.58K
$495K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-26- 0.56% |
$1.26K - $1.37K
|
4.62K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-793- 4.06% |
$38.4K - $41.9K
|
18.8K
$968K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.03K- 4.38% |
$98.5K - $108K
|
44.4K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.53K- 11.61% |
$123K - $134K
|
19.3K
$996K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-21K- 34.11% |
$1.02M - $1.11M
|
40.5K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.8K- 99.9% |
$1.25M - $1.36M
|
27
$1.39K
|