Accel Wealth Management Wisdomtree Tr Us Multifactor F Transaction History

Accel Wealth Management

$263 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	BUY	$35.65 - $39.59 $35 - $39	1 Added 0.09%	1,063 $39,000
Q4 2022 Jan 26, 2023	BUY	$34.77 - $39.7 $173 - $198	5 Added 0.47%	1,062 $0
Q3 2022 Oct 12, 2022	BUY	$34.15 - $39.86 $204 - $239	6 Added 0.57%	1,057 $38,000
Q2 2022 Aug 03, 2022	BUY	$35.27 - $41.72 $141 - $166	4 Added 0.38%	1,051 $38,000
Q1 2022 Apr 29, 2022	BUY	$38.79 - $42.22 $116 - $126	3 Added 0.29%	1,047 $43,000
Q4 2021 Jan 18, 2022	BUY	$39.03 - $42.09 $40,747 - $43,941	1,044 New	1,044 $44,000
Q3 2021 Nov 04, 2021	SELL	$38.56 - $41.0 $39,909 - $42,435	-1,035 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$38.14 - $39.96 $152 - $159	4 Added 0.39%	1,035 $41,000
Q1 2021 May 10, 2021	BUY	$34.79 - $38.4 $104 - $115	3 Added 0.29%	1,031 $39,000
Q4 2020 Jan 27, 2021	BUY	$30.65 - $35.22 $31,508 - $36,206	1,028 New	1,028 $36,000

Others Institutions Holding USMF

# of Institutions

62

Shares Held

5.26M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$65.3 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$60.3 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

464K
Shares

$23.5 Million
0.59% of portfolio
Team Financial Group, LLC Temecula, CA

368K
Shares

$18.6 Million
10.7% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

306K
Shares

$15.5 Million
0.02% of portfolio

About WISDOMTREE TR US MULTIFACTOR F

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