Latest Institutional Purchases of Wisdomtree Tr Us Multifactor F (USMF)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Us Multifactor F (USMF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.05% |
$2.22K - $2.57K
|
4.81K
$246K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25+ 0.22% |
$1.11K - $1.29K
|
11.5K
$591K
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
384KNew |
$18.6M - $20M
|
384K
$19.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
180KNew |
$8.7M - $9.35M
|
180K
$9.22M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
174K+ 70.91% |
$8.41M - $9.05M
|
420K
$21.5M
|
|
|
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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57.7K+ 43.93% |
$2.79M - $3M
|
189K
$9.69M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.3K+ 96.6% |
$2.09M - $2.25M
|
88.1K
$4.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.8K+ 646.67% |
$1.78M - $1.91M
|
42.5K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.1K+ 7.0% |
$1.55M - $1.67M
|
490K
$25.1M
|
|
|
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 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.2KNew |
$1.12M - $1.21M
|
23.2K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$993K - $1.07M
|
20.6K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19K+ 126.06% |
$915K - $985K
|
34K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11KNew |
$532K - $573K
|
11K
$564K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.75K+ 70.32% |
$422K - $454K
|
21.2K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.91K+ 66.97% |
$237K - $255K
|
12.2K
$626K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.72K+ 135.91% |
$228K - $245K
|
8.19K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.49K+ 45.57% |
$217K - $233K
|
14.3K
$733K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.12K+ 3.78% |
$151K - $162K
|
85.7K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.52K+ 3.06% |
$122K - $131K
|
85.1K
$4.35M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.52K+ 2.91% |
$122K - $131K
|
89.2K
$4.57M
|
|
|
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 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
372New |
$18K - $19.3K
|
372
$19K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
178New |
$8.6K - $9.25K
|
178
$9.11K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15+ 0.05% |
$724 - $779
|
29.1K
$1.49M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5+ 0.03% |
$241 - $260
|
14.7K
$753K
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.02KNew |
$340K - $371K
|
7.02K
$360K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.39K+ 1.34% |
$67.1K - $73.2K
|
105K
$5.38M
|
|
|
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
|
|
| Q3 2024 | |||||||
|
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 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
26.9KNew |
$1.2M - $1.31M
|
26.9K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10.6KNew |
$471K - $516K
|
10.6K
$540K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.01KNew |
$268K - $294K
|
6.01K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
209New |
$9.34K - $10.2K
|
209
$10.7K
|
|
|
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
|
|
| Q2 2024 | |||||||
|
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
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.33% |
$220 - $232
|
1.51K
$77.4K
|
|
| Q1 2024 | |||||||
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.66KNew |
$361K - $403K
|
8.66K
$443K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
432New |
$18K - $20.1K
|
432
$22.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
162+ 2.81% |
$6.76K - $7.54K
|
5.93K
$304K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
23.9KNew |
$884K - $1.01M
|
23.9K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.2KNew |
$527K - $601K
|
14.2K
$729K
|
|
|
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
|
|