Capital Investment Advisory Services, LLC Wisdomtree Tr Us Multifactor F Transaction History

Capital Investment Advisory Services, LLC

$972 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 08, 2019	SELL	N/A	-820 Closed	0 $0
Q1 2019 Apr 23, 2019	BUY	N/A	820 New	820 $24,000

Others Institutions Holding USMF

# of Institutions

71

Shares Held

8.76M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

2.34M
Shares

$116 Million
0.53% of portfolio
High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$63.9 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$59.1 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

458K
Shares

$22.7 Million
0.56% of portfolio
Team Financial Group, LLC Temecula, CA

379K
Shares

$18.8 Million
10.8% of portfolio

About WISDOMTREE TR US MULTIFACTOR F

Ticker USMF
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