Independent Advisor Alliance Wisdomtree Tr Us Multifactor F Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$21.28 - $33.37 $295,111 - $462,775	-13,868 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$29.63 - $32.28 $410,908 - $447,659	13,868 New	13,868 $443,000

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

$68.2 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$63 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

464K
Shares

$24.5 Million
0.59% of portfolio
Team Financial Group, LLC Temecula, CA

368K
Shares

$19.5 Million
10.7% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

306K
Shares

$16.2 Million
0.02% of portfolio

About WISDOMTREE TR US MULTIFACTOR F

Ticker USMF
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