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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.37K- 0.89% |
$163K - $175K
|
376K
$19.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19K+ 126.06% |
$915K - $985K
|
34K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
372New |
$18K - $19.3K
|
372
$19K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-15.7K- 10.07% |
$760K - $817K
|
141K
$7.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.12K+ 3.78% |
$151K - $162K
|
85.7K
$4.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.44K- 18.35% |
$166K - $179K
|
15.3K
$784K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-50.1K- 34.38% |
$2.42M - $2.6M
|
95.5K
$4.89M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.8K- 41.73% |
$1.3M - $1.42M
|
37.4K
$1.92M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-42.3K- 51.35% |
$2.05M - $2.24M
|
40.1K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-901- 41.93% |
$43.6K - $47.6K
|
1.25K
$63.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-237- 33.29% |
$11.5K - $12.5K
|
475
$24.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
154New |
$7.46K - $8.14K
|
154
$7.88K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12New |
$581 - $634
|
12
$614
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-272- 2.72% |
$13.2K - $14.4K
|
9.75K
$499K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-830- 9.35% |
$40.2K - $43.9K
|
8.04K
$412K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.39K+ 1.34% |
$67.1K - $73.2K
|
105K
$5.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.53K- 11.61% |
$123K - $134K
|
19.3K
$988K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.02KNew |
$340K - $371K
|
7.02K
$360K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
209New |
$9.34K - $10.2K
|
209
$10.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-16.5K- 58.63% |
$739K - $808K
|
11.7K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10.6KNew |
$471K - $516K
|
10.6K
$540K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
209New |
$9.34K - $10.2K
|
209
$10.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16+ 0.32% |
$715 - $782
|
5.04K
$258K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.01KNew |
$268K - $294K
|
6.01K
$308K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74.7K+ 32.31% |
$3.34M - $3.65M
|
306K
$15.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-33.8K- 51.09% |
$1.51M - $1.65M
|
32.4K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
26.9KNew |
$1.2M - $1.31M
|
26.9K
$1.38M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.33% |
$220 - $232
|
1.51K
$77.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
21.4K+ 1.83% |
$942K - $996K
|
1.19M
$61M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
21K+ 23.21% |
$923K - $975K
|
111K
$5.71M
|
|
| Q1 2024 | |||||||
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.66KNew |
$361K - $403K
|
8.66K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
162+ 2.81% |
$6.76K - $7.54K
|
5.93K
$304K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.7K- 59.6% |
$113K - $126K
|
1.83K
$93.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.8K- 10.99% |
$159K - $177K
|
30.8K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
432New |
$18K - $20.1K
|
432
$22.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.2KNew |
$527K - $601K
|
14.2K
$729K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
23.9KNew |
$884K - $1.01M
|
23.9K
$1.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.16% |
$370 - $422
|
6.27K
$321K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
13.7K+ 125.08% |
$523K - $545K
|
24.7K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
25+ 0.37% |
$954 - $995
|
6.78K
$347K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.3K- 73.7% |
$49.7K - $51.8K
|
465
$23.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
197+ 4.26% |
$7.52K - $7.84K
|
4.82K
$247K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
966+ 4.03% |
$35.2K - $37.5K
|
24.9K
$1.28M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.68K- 11.41% |
$60K - $66.6K
|
13.1K
$669K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-75- 50.0% |
$2.67K - $2.97K
|
75
$3.84K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-75- 24.59% |
$2.67K - $2.97K
|
230
$11.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-15.3K- 52.23% |
$545K - $606K
|
14K
$716K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.09% |
$35.7 - $39.6
|
1.06K
$54.4K
|
|
| Q4 2022 | |||||||
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-760Closed |
$26.4K - $30.2K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 2.68% |
$278 - $318
|
306
$15.7K
|
|