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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-688Closed |
$23.9K - $26.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.07KClosed |
$217K - $249K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-16KClosed |
$479K - $529K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 24, 2020
Q2 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-6.01KClosed |
$141K - $188K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-39.6KClosed |
$927K - $1.24M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-674Closed |
$15.8K - $21.1K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-556Closed |
$13K - $17.4K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-8.26KClosed |
$194K - $259K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Feb 11, 2021
Q1 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-929Closed |
$19.8K - $31K
|
0
$0
|
|
|
Aug 26, 2020
Q1 2020
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.55KClosed |
$161K - $252K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-39.7KClosed |
$845K - $1.33M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-13.9KClosed |
$295K - $463K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-9.56KClosed |
$203K - $319K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2KClosed |
$42.6K - $66.7K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-202Closed |
$4.3K - $6.74K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Acg Wealth
|
SELL
|
- |
-37.6KClosed |
$1.12M - $1.22M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-20KClosed |
$592K - $645K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Parallel Advisors, LLC
|
SELL
|
- |
-489Closed |
$14.5K - $15.8K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Beacon Financial Group
|
SELL
|
- |
-10.9K- 11.22% |
$324K - $353K
|
86.4K
$4.55M
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-9.11KClosed |
$275K - $280K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.95KClosed |
$210K - $214K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-773Closed |
$23.3K - $23.8K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-119Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-820Closed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-295Closed |
N/A
|
0
$0
|
|
|
Jul 05, 2019
Q2 2019
|
Montecito Bank & Trust
|
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-19.5KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Barber Financial Group, Inc.
|
SELL
|
- |
-529KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-363Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 07, 2018
Q2 2018
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.49KClosed |
N/A
|
0
$0
|
|