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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.69KNew |
$276K - $301K
|
5.69K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.11K+ 1.86% |
$102K - $112K
|
115K
$5.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.39K+ 1.34% |
$67.1K - $73.2K
|
105K
$5.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.03K- 4.38% |
$98.5K - $108K
|
44.4K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.43K+ 9.12% |
$118K - $129K
|
29.1K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
439+ 1.09% |
$21.3K - $23.2K
|
40.7K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.92K+ 30.72% |
$142K - $155K
|
12.4K
$642K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.19K+ 6.74% |
$445K - $486K
|
146K
$7.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
276KNew |
$13.4M - $14.6M
|
276K
$14.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-793- 4.06% |
$38.4K - $41.9K
|
18.8K
$968K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.8K- 99.9% |
$1.25M - $1.36M
|
27
$1.39K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-16- 0.17% |
$775 - $846
|
9.58K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
702+ 102.03% |
$34K - $37.1K
|
1.39K
$71.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.53K- 11.61% |
$123K - $134K
|
19.3K
$996K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
10.9K+ 2.97% |
$530K - $578K
|
379K
$19.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-21K- 34.11% |
$1.02M - $1.11M
|
40.5K
$2.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.02KNew |
$340K - $371K
|
7.02K
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
156KNew |
$7.57M - $8.26M
|
156K
$8.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-26- 0.56% |
$1.26K - $1.37K
|
4.62K
$239K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.47KNew |
$168K - $184K
|
3.47K
$179K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.58K- 14.06% |
$160K - $175K
|
21.9K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.87K+ 3.54% |
$128K - $140K
|
84K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
685+ 2537.04% |
$30.6K - $33.5K
|
712
$36.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-16.5K- 58.63% |
$739K - $808K
|
11.7K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 0.25% |
$146K - $160K
|
1.29M
$66.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
901+ 72.2% |
$40.3K - $44K
|
2.15K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.72KNew |
$390K - $426K
|
8.72K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
209New |
$9.34K - $10.2K
|
209
$10.8K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10.6KNew |
$471K - $516K
|
10.6K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.54K+ 12.75% |
$158K - $173K
|
31.3K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
430+ 0.58% |
$19.2K - $21K
|
75.1K
$3.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.15K+ 11.1% |
$51.5K - $56.3K
|
11.5K
$595K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.18K- 3.5% |
$52.6K - $57.5K
|
32.4K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.33K+ 5.12% |
$194K - $212K
|
89K
$4.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-393- 3.83% |
$17.6K - $19.2K
|
9.86K
$509K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.95K+ 0.42% |
$87.2K - $95.3K
|
464K
$24M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
82.4KNew |
$3.68M - $4.02M
|
82.4K
$4.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
12.7KNew |
$568K - $621K
|
12.7K
$656K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-150- 1.95% |
$6.7K - $7.33K
|
7.55K
$390K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.1K+ 16.88% |
$721K - $788K
|
112K
$5.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
602+ 3.53% |
$26.9K - $29.4K
|
17.7K
$912K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-387- 0.88% |
$17.3K - $18.9K
|
43.4K
$2.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
209New |
$9.34K - $10.2K
|
209
$10.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.15K+ 12.92% |
$51.2K - $56K
|
10K
$517K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.1K+ 14.11% |
$495K - $541K
|
89.6K
$4.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 9.02% |
$983 - $1.08K
|
222
$11.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16+ 0.32% |
$715 - $782
|
5.04K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.3K+ 12.44% |
$57.9K - $63.3K
|
11.7K
$605K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-482- 12.81% |
$21.5K - $23.6K
|
3.28K
$169K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.01KNew |
$268K - $294K
|
6.01K
$310K
|
|