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 $212 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
21,564
shares
|
$972,967
0.1% of portfolio
|
Q1 2024
Added 75.09%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
21,521
shares
|
$971,027
0.16% of portfolio
|
Q1 2024
Added 0.46%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
19,479
shares
|
$878,892
0.03% of portfolio
|
Q1 2024
Added 12.36%
|
|
Bip Wealth, LLC
Atlanta, GA |
May 08, 2024 Q1 2024 |
19,331
shares
|
$872,214
0.07% of portfolio
|
Q1 2024
Reduced 19.44%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
15,462
shares
|
$697,645
0.0% of portfolio
|
Q1 2024
Reduced 31.37%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
15,272
shares
|
$689,072
0.02% of portfolio
|
Q1 2022
Reduced 3.26%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
12,016
shares
|
$542,161
0.0% of portfolio
|
Q1 2024
New holding
|
|
My Legacy Advisors, LLC
|
Jan 12, 2024 Q4 2023 |
11,819
shares
|
$533,273
0.18% of portfolio
|
Q4 2023
Reduced 64.48%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
9,568
shares
|
$431,708
0.03% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
8,973
shares
|
$404,861
0.0% of portfolio
|
Q1 2024
Added 7.0%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
8,873
shares
|
$400,349
0.0% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
7,168
shares
|
$323,420
0.0% of portfolio
|
Q1 2024
Added 21.72%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,777
shares
|
$305,778
0.0% of portfolio
|
Q3 2023
Added 0.37%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 15, 2024 Q1 2024 |
6,265
shares
|
$282,676
0.04% of portfolio
|
Q4 2023
Added 0.16%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
6,180
shares
|
$278,841
0.0% of portfolio
|
Q1 2024
Reduced 75.24%
|
|
Rmr Wealth Builders
|
Apr 15, 2024 Q1 2024 |
5,000
shares
|
$225,600
0.03% of portfolio
|
Q1 2024
Added 0.3%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
4,412
shares
|
$199,069
0.0% of portfolio
|
Q1 2024
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
3,860
shares
|
$174,163
0.02% of portfolio
|
Q1 2024
Added 36.54%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
3,493
shares
|
$157,604
0.01% of portfolio
|
Q4 2023
Added 239.46%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,734
shares
|
$123,358
0.0% of portfolio
|
Q1 2024
Added 470.77%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
1,829
shares
|
$82,524
0.0% of portfolio
|
Q1 2024
Reduced 59.6%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
1,506
shares
|
$67,950
0.01% of portfolio
|
Q1 2024
Reduced 63.54%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
465
shares
|
$20,980
0.0% of portfolio
|
Q3 2023
Reduced 73.7%
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
432
shares
|
$19,491
0.0% of portfolio
|
Q1 2024
New holding
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 01, 2024 Q1 2024 |
230
shares
|
$10,377
0.0% of portfolio
|
Q1 2023
Reduced 24.59%
|