Ifp Advisors, Inc Wisdomtree Tr Us Multifactor F Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Ifp Advisors, Inc holds 178 shares of USMF stock, worth $9,022. This represents 0.0% of its overall portfolio holdings.

Number of Shares

178

Holding current value

$9,022

% of portfolio

0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$48.29 - $51.95 $8,595 - $9,247	178 New	178 $8,000
Q4 2022 Feb 07, 2023	SELL	$34.77 - $39.7 $29,137 - $33,268	-838 Reduced 27.41%	2,219 $64,000
Q3 2022 Nov 08, 2022	BUY	$34.15 - $39.86 $6,761 - $7,892	198 Added 6.93%	3,057 $91,000
Q2 2022 Sep 06, 2022	BUY	$35.27 - $41.72 $100,836 - $119,277	2,859 New	2,859 $82,000
Q2 2022 Aug 12, 2022	SELL	$35.27 - $41.72 $100,836 - $119,277	-2,859 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$38.79 - $42.22 $110,900 - $120,706	2,859 New	2,859 $0
Q3 2021 Oct 06, 2021	SELL	$38.56 - $41.0 $1,812 - $1,927	-47 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$38.14 - $39.96 $2.13 Million - $2.23 Million	-55,837 Reduced 99.92%	47 $2,000
Q1 2021 Apr 30, 2021	SELL	$34.79 - $38.4 $627,089 - $692,160	-18,025 Reduced 24.39%	55,884 $2.12 Million
Q4 2020 Jan 25, 2021	BUY	$30.65 - $35.22 $457,022 - $525,165	14,911 Added 25.27%	73,909 $2.6 Million
Q3 2020 Oct 29, 2020	BUY	$29.85 - $32.99 $1.76 Million - $1.94 Million	58,954 Added 133986.36%	58,998 $1.84 Million
Q4 2019 Jan 17, 2020	BUY	$29.63 - $32.28 $1,303 - $1,420	44 New	44 $1,000

Others Institutions Holding USMF

# of Institutions

Shares Held

7.83M

Call Options Held

Put Options Held

High Tower Advisors, LLC Chicago, IL

1.31M
Shares

$66.5 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$60.4 Million
11.04% of portfolio
Lido Advisors, LLC Los Angeles, CA

825K
Shares

$41.8 Million
0.17% of portfolio
Great Valley Advisor Group, Inc.

490K
Shares

$24.9 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

420K
Shares

$21.3 Million
0.01% of portfolio

View Full List

About WISDOMTREE TR US MULTIFACTOR F

Ticker USMF
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