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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.37KNew |
$239K - $276K
|
5.37K
$275K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.83K- 20.03% |
$126K - $146K
|
11.3K
$579K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.61K- 2.94% |
$71.7K - $83.1K
|
53.3K
$2.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25+ 0.22% |
$1.11K - $1.29K
|
11.5K
$591K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-49.7K- 24.88% |
$2.21M - $2.56M
|
150K
$7.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-15- 0.34% |
$666 - $772
|
4.42K
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.05% |
$2.22K - $2.57K
|
4.81K
$246K
|
|
| Q1 2025 | |||||||
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5+ 0.03% |
$241 - $260
|
14.7K
$753K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-63- 2.99% |
$3.04K - $3.27K
|
2.05K
$105K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.52K+ 3.06% |
$122K - $131K
|
85.1K
$4.35M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.51M- 64.7% |
$73M - $78.6M
|
825K
$42.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.8K- 79.51% |
$906K - $974K
|
4.83K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.49K+ 45.57% |
$217K - $233K
|
14.3K
$733K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.5K- 48.07% |
$847K - $912K
|
19K
$970K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-3.15K- 24.81% |
$152K - $164K
|
9.55K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$993K - $1.07M
|
20.6K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-7.39K- 79.65% |
$357K - $384K
|
1.89K
$96.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-185Closed |
$8.93K - $9.61K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.56K- 4.86% |
$75.1K - $80.8K
|
30.4K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-73.3K- 98.83% |
$3.54M - $3.81M
|
870
$44.5K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57.7K+ 43.93% |
$2.79M - $3M
|
189K
$9.69M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
73.9K+ 21.55% |
$3.57M - $3.84M
|
417K
$21.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 1.82% |
$1.14M - $1.22M
|
1.31M
$67.2M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-171- 73.39% |
$8.26K - $8.88K
|
62
$3.17K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.49K- 7.83% |
$72.1K - $77.6K
|
17.6K
$899K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.3K+ 96.6% |
$2.09M - $2.25M
|
88.1K
$4.51M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-979- 13.43% |
$47.3K - $50.9K
|
6.31K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.2KNew |
$1.12M - $1.21M
|
23.2K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.1K+ 7.0% |
$1.55M - $1.67M
|
490K
$25.1M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11KNew |
$532K - $573K
|
11K
$564K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
174K+ 70.91% |
$8.41M - $9.05M
|
420K
$21.5M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-668- 48.06% |
$32.3K - $34.7K
|
722
$37K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.91K+ 66.97% |
$237K - $255K
|
12.2K
$626K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.27K- 23.65% |
$109K - $118K
|
7.32K
$375K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.52K+ 2.91% |
$122K - $131K
|
89.2K
$4.57M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-73.3K- 61.01% |
$3.54M - $3.81M
|
46.9K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-105K- 91.17% |
$5.08M - $5.47M
|
10.2K
$522K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
384KNew |
$18.6M - $20M
|
384K
$19.7M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15+ 0.05% |
$724 - $779
|
29.1K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
178New |
$8.6K - $9.25K
|
178
$9.11K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-3.13K- 19.48% |
$151K - $163K
|
12.9K
$663K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
996New |
$48.1K - $51.7K
|
996
$51K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
375+ 0.85% |
$18.1K - $19.5K
|
44.7K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.71K- 6.65% |
$131K - $141K
|
38K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.8K+ 646.67% |
$1.78M - $1.91M
|
42.5K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.4K- 47.13% |
$503K - $541K
|
11.7K
$598K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
180KNew |
$8.7M - $9.35M
|
180K
$9.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.75K+ 70.32% |
$422K - $454K
|
21.2K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-820- 29.72% |
$39.6K - $42.6K
|
1.94K
$99.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.37K- 0.89% |
$163K - $175K
|
376K
$19.2M
|
|