Institutional Ownership Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 5.26 Million shares, which have been reported (via 13F filing form) to have a value of $265 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,290,388
shares
|
$65 Million
0.09% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,191,758
shares
|
$60.1 Million
11.04% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
464,309
shares
|
$23.4 Million
0.59% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
368,202
shares
|
$18.6 Million
10.7% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
305,667
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2024
Added 32.31%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
136,403
shares
|
$6.87 Million
1.79% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
113,355
shares
|
$5.71 Million
0.04% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
111,673
shares
|
$5.63 Million
0.0% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
103,736
shares
|
$5.23 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
89,612
shares
|
$4.52 Million
0.06% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
89,041
shares
|
$4.49 Million
0.0% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
83,993
shares
|
$4.23 Million
0.0% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
82,351
shares
|
$4.15 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
75,050
shares
|
$3.78 Million
0.44% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
61,464
shares
|
$3.1 Million
0.53% of portfolio
|
Q3 2024
Added 129.42%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
46,390
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
43,441
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
40,256
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
32,394
shares
|
$1.63 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,365
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 51.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,318
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2022
Added 30.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
31,300
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
30,972
shares
|
$1.56 Million
0.91% of portfolio
|
Q2 2022
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
30,812
shares
|
$1.55 Million
0.99% of portfolio
|
Q1 2024
Reduced 10.99%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
26,877
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2024
New holding
|