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 |
---|---|---|---|---|---|---|---|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-71.1K- 39.5% |
$3.16M - $3.66M
|
109K
$5.67M
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-49.7K- 24.88% |
$2.21M - $2.56M
|
150K
$7.82M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.7K- 10.41% |
$1.94M - $2.25M
|
376K
$19.6M
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-32.1K- 3.89% |
$1.43M - $1.65M
|
793K
$41.3M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.53K- 9.43% |
$335K - $388K
|
72.3K
$3.76M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.64K- 13.26% |
$250K - $290K
|
36.9K
$1.92M
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.03K- 38.85% |
$223K - $259K
|
7.91K
$412K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.09K- 4.81% |
$182K - $210K
|
81K
$4.21M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.98K- 14.07% |
$132K - $153K
|
18.2K
$947K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.83K- 20.03% |
$126K - $146K
|
11.3K
$588K
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.68K- 5.52% |
$74.6K - $86.5K
|
28.8K
$1.5M
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.61K- 2.94% |
$71.7K - $83.1K
|
53.3K
$2.77M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.41K- 12.06% |
$62.6K - $72.5K
|
10.3K
$535K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.03K- 3.55% |
$45.9K - $53.2K
|
28.1K
$1.46M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-976- 2.18% |
$43.4K - $50.2K
|
43.8K
$2.28M
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-772- 88.74% |
$34.3K - $39.7K
|
98
$5.1K
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-689- 4.69% |
$30.6K - $35.5K
|
14K
$729K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-408- 19.95% |
$18.1K - $21K
|
1.64K
$85.2K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-310- 4.91% |
$13.8K - $16K
|
6K
$312K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-306- 0.81% |
$13.6K - $15.7K
|
37.7K
$1.96M
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-258- 3.15% |
$11.5K - $13.3K
|
7.94K
$413K
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-232- 49.89% |
$10.3K - $11.9K
|
233
$12.1K
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-204- 2.14% |
$9.06K - $10.5K
|
9.34K
$486K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200- 1.31% |
$8.88K - $10.3K
|
15.1K
$787K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-163- 13.06% |
$7.24K - $8.39K
|
1.09K
$56.5K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-161- 8.3% |
$7.15K - $8.29K
|
1.78K
$92.5K
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-148- 7.84% |
$6.57K - $7.62K
|
1.74K
$90.5K
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-15- 0.34% |
$666 - $772
|
4.42K
$230K
|
|
Q1 2025 | |||||||
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-50.1K- 34.38% |
$2.42M - $2.6M
|
95.5K
$4.97M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.49K- 7.83% |
$72.1K - $77.6K
|
17.6K
$914K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-171- 73.39% |
$8.26K - $8.88K
|
62
$3.23K
|
|
Q4 2024 | |||||||
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-42.3K- 51.35% |
$2.05M - $2.24M
|
40.1K
$2.09M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.53K- 11.61% |
$123K - $134K
|
19.3K
$1M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-830- 9.35% |
$40.2K - $43.9K
|
8.04K
$419K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-272- 2.72% |
$13.2K - $14.4K
|
9.75K
$507K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-237- 33.29% |
$11.5K - $12.5K
|
475
$24.7K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-33.8K- 51.09% |
$1.51M - $1.65M
|
32.4K
$1.68M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-16.5K- 58.63% |
$739K - $808K
|
11.7K
$607K
|
|
Q1 2024 | |||||||
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.8K- 10.99% |
$159K - $177K
|
30.8K
$1.6M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.7K- 59.6% |
$113K - $126K
|
1.83K
$95.2K
|
|
Q1 2023 | |||||||
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-15.3K- 52.23% |
$545K - $606K
|
14K
$728K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.68K- 11.41% |
$60K - $66.6K
|
13.1K
$680K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-75- 24.59% |
$2.67K - $2.97K
|
230
$12K
|
|
Q4 2022 | |||||||
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-20K- 72.42% |
$697K - $796K
|
7.64K
$397K
|
|
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
$795K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.3KClosed |
$324K - $349K
|
0
$0
|