Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-33.8K- 51.09% |
$1.51M - $1.65M
|
32.4K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-16.5K- 58.63% |
$739K - $808K
|
11.7K
$617K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.58K- 14.06% |
$160K - $175K
|
21.9K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.14K- 5.04% |
$95.4K - $104K
|
40.3K
$2.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.37K- 6.57% |
$61.4K - $67.1K
|
19.6K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.18K- 3.5% |
$52.6K - $57.5K
|
32.4K
$1.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-983- 2.08% |
$43.9K - $48K
|
46.4K
$2.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-482- 12.81% |
$21.5K - $23.6K
|
3.28K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-393- 3.83% |
$17.6K - $19.2K
|
9.86K
$521K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-387- 0.88% |
$17.3K - $18.9K
|
43.4K
$2.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-340- 6.82% |
$15.2K - $16.6K
|
4.65K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-150- 1.95% |
$6.7K - $7.33K
|
7.55K
$399K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 9.02% |
$983 - $1.08K
|
222
$11.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.07K- 31.37% |
$295K - $329K
|
15.5K
$817K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.8K- 10.99% |
$159K - $177K
|
30.8K
$1.63M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.7K- 59.6% |
$113K - $126K
|
1.83K
$96.7K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-100- 1.11% |
$4.17K - $4.66K
|
8.87K
$469K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.3K- 73.7% |
$49.7K - $51.8K
|
465
$24.6K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-15.3K- 52.23% |
$545K - $606K
|
14K
$740K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.68K- 11.41% |
$60K - $66.6K
|
13.1K
$691K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-75- 50.0% |
$2.67K - $2.97K
|
75
$3.96K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-75- 24.59% |
$2.67K - $2.97K
|
230
$12.2K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-20K- 72.42% |
$697K - $796K
|
7.64K
$404K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-838- 27.41% |
$29.1K - $33.3K
|
2.22K
$117K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-760Closed |
$26.4K - $30.2K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.96KClosed |
$175K - $207K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-300Closed |
$10.6K - $12.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.2KClosed |
$46.7K - $50.8K
|
0
$0
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-515- 3.26% |
$20K - $21.7K
|
15.3K
$807K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.3KClosed |
$324K - $349K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.39KClosed |
$52.9K - $55.4K
|
0
$0
|
|
| Q1 2021 | |||||||
|
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 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-39.6KClosed |
$927K - $1.24M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-8.26KClosed |
$194K - $259K
|
0
$0
|
|
|
Aug 24, 2020
Q2 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-6.01KClosed |
$141K - $188K
|
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
|
|
| Q1 2020 | |||||||
|
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
|
|
|
Aug 26, 2020
Q1 2020
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.55KClosed |
$161K - $252K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2KClosed |
$42.6K - $66.7K
|
0
$0
|
|
|
Feb 11, 2021
Q1 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-929Closed |
$19.8K - $31K
|
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 17, 2020
Q4 2019
|
Beacon Financial Group
|
SELL
|
- |
-10.9K- 11.22% |
$324K - $353K
|
86.4K
$4.57M
|
|
|
Jan 30, 2020
Q4 2019
|
Parallel Advisors, LLC
|
SELL
|
- |
-489Closed |
$14.5K - $15.8K
|
0
$0
|
|