Rvw Wealth, LLC Wisdomtree Tr Us Multifactor F Transaction History

Rvw Wealth, LLC

$1.02 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	SELL	$34.77 - $39.7 $697,103 - $795,945	-20,049 Reduced 72.42%	7,637 $0
Q3 2022 Oct 13, 2022	BUY	$34.15 - $39.86 $945,476 - $1.1 Million	27,686 New	27,686 $946,000
Q2 2020 Jul 13, 2020	SELL	$23.43 - $31.32 $3.03 Million - $4.05 Million	-129,310 Closed	0 $0
Q1 2020 Apr 15, 2020	SELL	$21.28 - $33.37 $4.11 Million - $6.44 Million	-192,978 Reduced 59.88%	129,310 $3.17 Million
Q4 2019 Jan 21, 2020	BUY	$29.63 - $32.28 $874,707 - $952,937	29,521 Added 10.08%	322,288 $10.3 Million
Q3 2019 Oct 25, 2019	SELL	$30.18 - $30.76 $56,376 - $57,459	-1,868 Reduced 0.63%	292,767 $8.88 Million
Q2 2019 Jul 08, 2019	BUY	N/A	31,547 Added 11.99%	294,635 $8.86 Million
Q1 2019 Apr 24, 2019	BUY	N/A	263,088 New	263,088 $7.63 Million

Others Institutions Holding USMF

# of Institutions

61

Shares Held

5.16M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$67.6 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$62.4 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

464K
Shares

$24.3 Million
0.59% of portfolio
Team Financial Group, LLC Temecula, CA

368K
Shares

$19.3 Million
10.7% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

306K
Shares

$16 Million
0.02% of portfolio

About WISDOMTREE TR US MULTIFACTOR F

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