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 55 institutions that hold shares in the stock, with a total of 4.98 Million shares, which have been reported (via 13F filing form) to have a value of $243 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,287,123
shares
|
$62.9 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,191,758
shares
|
$58.2 Million
11.04% of portfolio
|
Q2 2024
Added 1.83%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
462,358
shares
|
$22.6 Million
0.61% of portfolio
|
Q2 2024
Reduced 8.78%
|
|
Team Financial Group, LLC
Temecula, CA |
Aug 13, 2024 Q2 2024 |
360,028
shares
|
$17.6 Million
10.51% of portfolio
|
Q2 2024
Added 4.66%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
231,017
shares
|
$11.3 Million
0.02% of portfolio
|
Q2 2024
Added 772.62%
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 15, 2024 Q2 2024 |
125,941
shares
|
$6.15 Million
1.63% of portfolio
|
Q2 2024
Added 19.06%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
113,116
shares
|
$5.53 Million
0.03% of portfolio
|
Q2 2024
Added 2.79%
|
|
Cabot Wealth Management Inc
|
Jul 12, 2024 Q2 2024 |
111,485
shares
|
$5.45 Million
0.67% of portfolio
|
Q2 2024
Added 23.21%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
95,549
shares
|
$4.67 Million
0.0% of portfolio
|
Q2 2024
Added 36.82%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
84,708
shares
|
$4.14 Million
0.0% of portfolio
|
Q2 2024
Added 3.06%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
81,123
shares
|
$3.96 Million
0.0% of portfolio
|
Q1 2024
Added 572.64%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
78,534
shares
|
$3.84 Million
0.05% of portfolio
|
Q2 2024
Added 2.16%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
74,620
shares
|
$3.65 Million
0.56% of portfolio
|
Q2 2024
Added 4.11%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
66,168
shares
|
$3.23 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.18%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
47,373
shares
|
$2.31 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.63%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
43,828
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
42,391
shares
|
$2.07 Million
0.03% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
33,570
shares
|
$1.64 Million
0.11% of portfolio
|
Q2 2024
Added 8.87%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,318
shares
|
$1.53 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
|
$1.51 Million
0.91% of portfolio
|
Q2 2022
New holding
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
30,812
shares
|
$1.51 Million
0.99% of portfolio
|
Q1 2024
Reduced 10.99%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
28,195
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
27,761
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
Added 7.78%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Aug 02, 2024 Q2 2024 |
26,791
shares
|
$1.31 Million
0.2% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
25,469
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.24%
|