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 54 institutions that hold shares in the stock, with a total of 4.71 Million shares, which have been reported (via 13F filing form) to have a value of $213 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
1,308,376
shares
|
$59.3 Million
0.1% of portfolio
|
Q1 2024
Added 10.01%
|
|
|
Private Wealth Strategies, L.L.C.
|
May 14, 2024 Q1 2024 |
1,170,320
shares
|
$53.1 Million
11.41% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
506,834
shares
|
$23 Million
0.74% of portfolio
|
Q1 2024
Reduced 9.47%
|
|
|
Team Financial Group, LLC
Temecula, CA |
May 10, 2024 Q1 2024 |
343,998
shares
|
$15.6 Million
10.78% of portfolio
|
Q1 2024
Added 4.38%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
110,041
shares
|
$4.99 Million
0.04% of portfolio
|
Q1 2024
Reduced 16.73%
|
|
|
Insight Advisors, LLC
Newtown, PA |
May 06, 2024 Q1 2024 |
105,775
shares
|
$4.8 Million
1.49% of portfolio
|
Q1 2024
Added 30.84%
|
|
|
Cabot Wealth Management Inc
|
May 02, 2024 Q1 2024 |
90,485
shares
|
$4.1 Million
0.55% of portfolio
|
Q1 2024
Added 6.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
82,192
shares
|
$3.73 Million
0.0% of portfolio
|
Q1 2024
Added 2.38%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
81,618
shares
|
$3.7 Million
0.0% of portfolio
|
Q1 2024
Added 572.64%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
76,872
shares
|
$3.49 Million
0.05% of portfolio
|
Q1 2024
Added 2.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
75,342
shares
|
$3.42 Million
0.0% of portfolio
|
Q1 2024
Added 25.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
71,673
shares
|
$3.25 Million
0.73% of portfolio
|
Q1 2024
Added 17.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
69,833
shares
|
$3.17 Million
0.0% of portfolio
|
Q1 2024
Added 24.77%
|
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
50,201
shares
|
$2.28 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.73%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
45,403
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
45,356
shares
|
$2.06 Million
0.04% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,318
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2022
Added 30.35%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
30,972
shares
|
$1.4 Million
0.91% of portfolio
|
Q2 2022
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
30,835
shares
|
$1.4 Million
0.12% of portfolio
|
Q1 2024
Added 11.7%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
30,812
shares
|
$1.4 Million
0.99% of portfolio
|
Q1 2024
Reduced 10.99%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 15, 2024 Q1 2024 |
28,453
shares
|
$1.29 Million
0.24% of portfolio
|
Q1 2024
Reduced 8.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
28,375
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
26,474
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
25,758
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2024
Added 2.5%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,667
shares
|
$1.12 Million
0.41% of portfolio
|
Q3 2023
Added 125.08%
|
|