Sunbelt Securities, Inc. Wisdomtree Tr Us Multifactor F Transaction History

Sunbelt Securities, Inc.

$924 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 15, 2024	BUY	$43.93 - $46.44 $219 - $232	5 Added 0.33%	1,511 $68,000
Q1 2024 Apr 15, 2024	SELL	$41.7 - $46.55 $109,462 - $122,193	-2,625 Reduced 63.54%	1,506 $70,000
Q4 2023 Feb 14, 2024	BUY	$36.99 - $42.2 $665 - $759	18 Added 0.44%	4,131 $173,000
Q3 2023 Dec 11, 2023	SELL	$38.17 - $39.78 $68,744 - $71,643	-1,801 Reduced 30.45%	4,113 $158,000
Q2 2023 Aug 15, 2023	BUY	$36.45 - $38.77 $583 - $620	16 Added 0.27%	5,914 $229,000
Q1 2023 May 17, 2023	BUY	$35.65 - $39.59 $392 - $435	11 Added 0.19%	5,898 $221,000
Q4 2022 Feb 08, 2023	BUY	$34.77 - $39.7 $730 - $833	21 Added 0.36%	5,887 $221,000
Q3 2022 Nov 21, 2022	BUY	$34.15 - $39.86 $683 - $797	20 Added 0.34%	5,866 $200,000
Q2 2022 Oct 03, 2022	BUY	$35.27 - $41.72 $634 - $750	18 Added 0.31%	5,846 $212,000
Q1 2022 May 16, 2022	BUY	$38.79 - $42.22 $226,068 - $246,058	5,828 New	5,828 $242,000
Q1 2020 May 15, 2020	SELL	$21.28 - $33.37 $197,648 - $309,940	-9,288 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$29.63 - $32.28 $2,103 - $2,291	-71 Reduced 0.76%	9,288 $74.2 Million
Q3 2019 Nov 15, 2019	BUY	$30.18 - $30.76 $282,454 - $287,882	9,359 New	9,359 $284,000

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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