Zimmermann Investment Management & Planning LLC Wisdomtree Tr Us Multifactor F Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	SELL	$35.65 - $39.59 $545,338 - $605,608	-15,297 Reduced 52.23%	13,993 $525,000
Q4 2022 Jan 20, 2023	BUY	$34.77 - $39.7 $390,258 - $445,592	11,224 Added 62.13%	29,290 $0
Q3 2022 Nov 01, 2022	BUY	$34.15 - $39.86 $616,953 - $720,110	18,066 New	18,066 $617,000

Others Institutions Holding USMF

# of Institutions

Shares Held

5.26M

Call Options Held

Put Options Held

High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$65.3 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$60.3 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

464K
Shares

$23.5 Million
0.59% of portfolio
Team Financial Group, LLC Temecula, CA

368K
Shares

$18.6 Million
10.7% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

306K
Shares

$15.5 Million
0.02% of portfolio

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About WISDOMTREE TR US MULTIFACTOR F

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