Lpl Financial LLC Wisdomtree Tr Us Multifactor F Transaction History

Lpl Financial LLC

$246 Billion
Q1 2025

A detailed history of Lpl Financial LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Lpl Financial LLC holds 419,864 shares of USMF stock, worth $21.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

419,864

Previous 245,663 70.91%

Holding current value

$21.5 Million

Previous $12.2 Million 70.71%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$48.29 - $51.95 $8.41 Million - $9.05 Million	174,201 Added 70.91%	419,864 $20.8 Million
Q4 2024 Feb 11, 2025	BUY	$48.43 - $52.86 $6.49 Million - $7.08 Million	133,990 Added 119.98%	245,663 $12.2 Million
Q3 2024 Nov 08, 2024	BUY	$44.69 - $48.87 $720,581 - $787,979	16,124 Added 16.88%	111,673 $5.46 Million
Q2 2024 Aug 07, 2024	BUY	$43.93 - $46.44 $1.13 Million - $1.19 Million	25,716 Added 36.82%	95,549 $4.34 Million
Q1 2024 May 10, 2024	BUY	$41.7 - $46.55 $578,045 - $645,276	13,862 Added 24.77%	69,833 $3.25 Million
Q4 2023 Feb 14, 2024	SELL	$36.99 - $42.2 $205,183 - $234,083	-5,547 Reduced 9.02%	55,971 $2.35 Million
Q3 2023 Nov 13, 2023	SELL	$38.17 - $39.78 $636,103 - $662,933	-16,665 Reduced 21.32%	61,518 $2.37 Million
Q2 2023 Jul 31, 2023	BUY	$36.45 - $38.77 $172,882 - $183,886	4,743 Added 6.46%	78,183 $3.03 Million
Q1 2023 May 10, 2023	SELL	$35.65 - $39.59 $575,711 - $639,338	-16,149 Reduced 18.03%	73,440 $2.76 Million
Q4 2022 Feb 07, 2023	BUY	$34.77 - $39.7 $2.05 Million - $2.34 Million	58,883 Added 191.76%	89,589 $3.37 Million
Q3 2022 Nov 14, 2022	SELL	$34.15 - $39.86 $15,299 - $17,857	-448 Reduced 1.44%	30,706 $1.05 Million
Q2 2022 Aug 12, 2022	BUY	$35.27 - $41.72 $348,397 - $412,110	9,878 Added 46.43%	31,154 $1.13 Million
Q1 2022 May 16, 2022	BUY	$38.79 - $42.22 $73,196 - $79,669	1,887 Added 9.73%	21,276 $872,000
Q4 2021 Feb 14, 2022	BUY	$39.03 - $42.09 $8,820 - $9,512	226 Added 1.18%	19,389 $814,000
Q3 2021 Nov 15, 2021	BUY	$38.56 - $41.0 $255,691 - $271,871	6,631 Added 52.91%	19,163 $746,000
Q2 2021 Aug 13, 2021	SELL	$38.14 - $39.96 $38,521 - $40,359	-1,010 Reduced 7.46%	12,532 $493,000
Q1 2021 May 14, 2021	BUY	$34.79 - $38.4 $13,742 - $15,168	395 Added 3.0%	13,542 $513,000
Q4 2020 Feb 12, 2021	SELL	$30.65 - $35.22 $1,716 - $1,972	-56 Reduced 0.42%	13,147 $462,000
Q3 2020 Nov 09, 2020	BUY	$29.85 - $32.99 $10,596 - $11,711	355 Added 2.76%	13,203 $413,000
Q2 2020 Aug 13, 2020	BUY	$23.43 - $31.32 $42,666 - $57,033	1,821 Added 16.51%	12,848 $383,000
Q1 2020 May 14, 2020	BUY	$21.28 - $33.37 $234,654 - $367,970	11,027 New	11,027 $270,000

Others Institutions Holding USMF

# of Institutions

Shares Held

7.78M

Call Options Held

Put Options Held

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About WISDOMTREE TR US MULTIFACTOR F

Ticker USMF
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Lpl Financial LLC Wisdomtree Tr Us Multifactor F Transaction History