Latest Institutional Transactions on Wisdomtree Tr Us Multifactor F (USMF)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Us Multifactor F (USMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 14.39% |
$57.1K - $59.7K
|
6.78K
$350K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.61% |
$50.2 - $52.5
|
63
$3.25K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-137- 1.24% |
$6.87K - $7.19K
|
10.9K
$564K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.08K- 9.32% |
$53.9K - $56.4K
|
10.5K
$540K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.11K- 6.09% |
$55.6K - $58.1K
|
17.1K
$882K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
786+ 2.13% |
$39.4K - $41.2K
|
37.7K
$1.94M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
100+ 1.86% |
$5.02K - $5.25K
|
5.47K
$282K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-436- 5.49% |
$21.9K - $22.9K
|
7.5K
$387K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-995- 0.62% |
$49.9K - $52.2K
|
161K
$8.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-242- 4.03% |
$12.1K - $12.7K
|
5.76K
$297K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.71K+ 9.5% |
$487K - $509K
|
112K
$5.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-319- 38.25% |
$16K - $16.7K
|
515
$26.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-18.7K- 61.09% |
$938K - $981K
|
11.9K
$615K
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-25.1K- 23.79% |
$1.26M - $1.31M
|
80.3K
$4.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
13.2K+ 8.77% |
$661K - $691K
|
163K
$8.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.95K+ 5.54% |
$148K - $155K
|
56.2K
$2.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
7.11K+ 1.78% |
$356K - $373K
|
406K
$20.9M
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.53K- 9.43% |
$335K - $388K
|
72.3K
$3.73M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.68KNew |
$385K - $446K
|
8.68K
$448K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.09K- 4.81% |
$182K - $210K
|
81K
$4.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$607K - $703K
|
13.7K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40.7K+ 8.3% |
$1.81M - $2.09M
|
531K
$27.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-689- 4.69% |
$30.6K - $35.5K
|
14K
$724K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
81.6K+ 108865.33% |
$3.63M - $4.2M
|
81.7K
$4.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.72K+ 4.61% |
$387K - $449K
|
198K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.3K+ 96.8% |
$815K - $944K
|
37.3K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-772- 88.74% |
$34.3K - $39.7K
|
98
$5.06K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-408- 19.95% |
$18.1K - $21K
|
1.64K
$84.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-163- 13.06% |
$7.24K - $8.39K
|
1.09K
$56K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.3K+ 378.36% |
$812K - $941K
|
23.1K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-204- 2.14% |
$9.06K - $10.5K
|
9.34K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.84K+ 1.64% |
$304K - $352K
|
424K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10KNew |
$444K - $514K
|
10K
$516K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.72KNew |
$76.3K - $88.4K
|
1.72K
$88.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82.2K+ 573.64% |
$3.65M - $4.23M
|
96.5K
$4.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-32.1K- 3.89% |
$1.43M - $1.65M
|
793K
$40.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.68K- 5.52% |
$74.6K - $86.5K
|
28.8K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.7K- 10.41% |
$1.94M - $2.25M
|
376K
$19.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.9K+ 0.6% |
$351K - $407K
|
1.32M
$68.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
68.3K+ 670.22% |
$3.03M - $3.51M
|
78.5K
$4.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.43KNew |
$197K - $228K
|
4.43K
$229K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.96K+ 19.12% |
$398K - $461K
|
55.8K
$2.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 144.26% |
$784K - $908K
|
29.9K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-976- 2.18% |
$43.4K - $50.2K
|
43.8K
$2.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.03K- 3.55% |
$45.9K - $53.2K
|
28.1K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
483+ 4025.0% |
$21.5K - $24.9K
|
495
$25.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
37.5K+ 9.75% |
$1.66M - $1.93M
|
422K
$21.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-161- 8.3% |
$7.15K - $8.29K
|
1.78K
$91.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21K+ 23.58% |
$934K - $1.08M
|
110K
$5.69M
|
|