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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
104KNew |
$4.64M - $5.07M
|
104K
$5.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
82.4KNew |
$3.68M - $4.02M
|
82.4K
$4.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74.7K+ 32.31% |
$3.34M - $3.65M
|
306K
$16.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
34.7K+ 129.42% |
$1.55M - $1.69M
|
61.5K
$3.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
26.9KNew |
$1.2M - $1.31M
|
26.9K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.7KNew |
$1.19M - $1.3M
|
26.7K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.1K+ 16.88% |
$721K - $788K
|
112K
$5.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
12.7KNew |
$568K - $621K
|
12.7K
$669K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.1K+ 14.11% |
$495K - $541K
|
89.6K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10.6KNew |
$471K - $516K
|
10.6K
$556K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
10.5K+ 8.31% |
$468K - $511K
|
136K
$7.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.78KNew |
$437K - $478K
|
9.78K
$515K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.6KNew |
$429K - $469K
|
9.6K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.72KNew |
$390K - $426K
|
8.72K
$459K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
8.17K+ 2.27% |
$365K - $399K
|
368K
$19.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.01KNew |
$268K - $294K
|
6.01K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.33K+ 5.12% |
$194K - $212K
|
89K
$4.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.54K+ 12.75% |
$158K - $173K
|
31.3K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 0.25% |
$146K - $160K
|
1.29M
$68M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.87K+ 3.54% |
$128K - $140K
|
84K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.95K+ 0.42% |
$87.2K - $95.3K
|
464K
$24.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.76K+ 22.65% |
$78.5K - $85.9K
|
9.51K
$501K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.3K+ 12.44% |
$57.9K - $63.3K
|
11.7K
$617K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.15K+ 11.1% |
$51.5K - $56.3K
|
11.5K
$607K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.15K+ 12.92% |
$51.2K - $56K
|
10K
$528K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 4.5% |
$49.7K - $54.3K
|
25.8K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
901+ 72.2% |
$40.3K - $44K
|
2.15K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
685+ 2537.04% |
$30.6K - $33.5K
|
712
$37.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
602+ 3.53% |
$26.9K - $29.4K
|
17.7K
$931K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
518+ 2.43% |
$23.1K - $25.3K
|
21.8K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
508+ 3.38% |
$22.7K - $24.8K
|
15.6K
$819K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
430+ 0.58% |
$19.2K - $21K
|
75.1K
$3.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
239+ 0.21% |
$10.7K - $11.7K
|
113K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
209New |
$9.34K - $10.2K
|
209
$11K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
209New |
$9.34K - $10.2K
|
209
$11K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16+ 0.32% |
$715 - $782
|
5.04K
$266K
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
21.4K+ 1.83% |
$942K - $996K
|
1.19M
$62.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
21K+ 23.21% |
$923K - $975K
|
111K
$5.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.51KNew |
$418K - $442K
|
9.51K
$501K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.84K+ 62.1% |
$169K - $178K
|
10K
$528K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
688New |
$30.2K - $32K
|
688
$36.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
185New |
$8.13K - $8.59K
|
185
$9.75K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.33% |
$220 - $232
|
1.51K
$79.6K
|
|
| Q1 2024 | |||||||
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.66KNew |
$361K - $403K
|
8.66K
$456K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
432New |
$18K - $20.1K
|
432
$22.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
162+ 2.81% |
$6.76K - $7.54K
|
5.93K
$312K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
23.9KNew |
$884K - $1.01M
|
23.9K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.2KNew |
$527K - $601K
|
14.2K
$751K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.16% |
$370 - $422
|
6.27K
$330K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
13.7K+ 125.08% |
$523K - $545K
|
24.7K
$1.3M
|
|