Harbour Investments, Inc. Wisdomtree Tr Us Multifactor F Transaction History

Harbour Investments, Inc.

$3.59 Billion
Q2 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	SELL	$48.43 - $52.86 $13,172 - $14,377	-272 Reduced 2.72%	9,745 $484,000
Q3 2024 Nov 04, 2024	BUY	$44.69 - $48.87 $51,214 - $56,005	1,146 Added 12.92%	10,017 $489,000
Q2 2024 Jul 26, 2024	BUY	$43.93 - $46.44 $91,374 - $96,595	2,080 Added 30.63%	8,871 $403,000
Q1 2024 Jul 22, 2024	BUY	$41.7 - $46.55 $137,526 - $153,521	3,298 Added 94.42%	6,791 $316,000
Q4 2023 Feb 16, 2024	BUY	$36.99 - $42.2 $91,143 - $103,980	2,464 Added 239.46%	3,493 $146,000
Q3 2023 Nov 15, 2023	BUY	$38.17 - $39.78 $6,145 - $6,404	161 Added 18.55%	1,029 $39,000
Q2 2023 Aug 14, 2023	SELL	$36.45 - $38.77 $1,348 - $1,434	-37 Reduced 4.09%	868 $33,000
Q1 2023 May 15, 2023	BUY	$35.65 - $39.59 $8,163 - $9,066	229 Added 33.88%	905 $33,000
Q4 2022 Feb 15, 2023	BUY	$34.77 - $39.7 $139 - $158	4 Added 0.6%	676 $25,000
Q2 2022 Aug 15, 2022	SELL	$35.27 - $41.72 $5,290 - $6,258	-150 Reduced 18.25%	672 $24,000
Q4 2021 Feb 16, 2022	BUY	$39.03 - $42.09 $78 - $84	2 Added 0.24%	822 $35,000
Q3 2021 Nov 15, 2021	BUY	$38.56 - $41.0 $1,079 - $1,148	28 Added 3.54%	820 $32,000
Q2 2021 Aug 16, 2021	BUY	$38.14 - $39.96 $38 - $39	1 Added 0.13%	792 $31,000
Q1 2021 Aug 17, 2021	BUY	$34.79 - $38.4 $27,518 - $30,374	791 New	791 $30,000

Others Institutions Holding USMF

# of Institutions

75

Shares Held

8.24M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

1.32M
Shares

$68.1 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$61.5 Million
11.04% of portfolio
Lido Advisors, LLC Los Angeles, CA

793K
Shares

$40.9 Million
0.16% of portfolio
Great Valley Advisor Group, Inc.

531K
Shares

$27.4 Million
0.67% of portfolio
Raymond James Financial Inc St. Petersburg, FL

424K
Shares

$21.9 Million
0.01% of portfolio

About WISDOMTREE TR US MULTIFACTOR F

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