Money Concepts Capital Corp Wisdomtree Tr Us Multifactor F Transaction History

Money Concepts Capital Corp

$1.39 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$35.27 - $41.72 $10,581 - $12,516	-300 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$38.79 - $42.22 $11,637 - $12,666	300 New	300 $12,000

Others Institutions Holding USMF

# of Institutions

76

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

Ticker USMF
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