Purchases and Sales Made in Q1 2022 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR US MULTIFACTOR F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
633KNew |
$24.6M - $26.7M
|
633K
$32.1M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
155K+ 15.7% |
$6.01M - $6.54M
|
1.14M
$57.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
58.2KNew |
$2.26M - $2.46M
|
58.2K
$2.95M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.7K+ 9.33% |
$724K - $788K
|
219K
$11.1M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.8K+ 67.16% |
$535K - $582K
|
34.3K
$1.74M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
11KNew |
$428K - $466K
|
11K
$559K
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
9.27KNew |
$360K - $392K
|
9.27K
$470K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.89K+ 14.15% |
$306K - $333K
|
63.6K
$3.22M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.52KNew |
$253K - $275K
|
6.52K
$331K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.83KNew |
$226K - $246K
|
5.83K
$295K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
5.5K+ 10.84% |
$213K - $232K
|
56.2K
$2.85M
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.96KNew |
$192K - $209K
|
4.96K
$251K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.39K+ 51.97% |
$131K - $143K
|
9.91K
$502K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.31K+ 7.54% |
$128K - $140K
|
47.2K
$2.39M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.86KNew |
$111K - $121K
|
2.86K
$145K
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.79K+ 4.44% |
$108K - $118K
|
65.6K
$3.33M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.89K+ 9.73% |
$73.2K - $79.7K
|
21.3K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1.17K+ 20.13% |
$45.2K - $49.2K
|
6.96K
$353K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
625+ 7.68% |
$24.2K - $26.4K
|
8.76K
$444K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
565+ 2.74% |
$21.9K - $23.9K
|
21.2K
$1.07M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
508+ 5.31% |
$19.7K - $21.4K
|
10.1K
$510K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
300New |
$11.6K - $12.7K
|
300
$15.2K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
202+ 12.83% |
$7.84K - $8.53K
|
1.78K
$90K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.29% |
$116 - $127
|
1.05K
$53.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.4% |
$38.8 - $42.2
|
254
$12.9K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 0.66% |
$38.8 - $42.2
|
150
$7.6K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-23- 3.88% |
$892 - $971
|
570
$28.9K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-112- 0.58% |
$4.34K - $4.73K
|
19.2K
$974K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-187- 1.38% |
$7.25K - $7.9K
|
13.4K
$678K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-220- 55.0% |
$8.53K - $9.29K
|
180
$9.12K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-515- 3.26% |
$20K - $21.7K
|
15.3K
$774K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-672- 4.79% |
$26.1K - $28.4K
|
13.4K
$678K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-684- 2.52% |
$26.5K - $28.9K
|
26.5K
$1.34M
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-708- 5.16% |
$27.5K - $29.9K
|
13K
$660K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.2KClosed |
$46.7K - $50.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.42K- 84.94% |
$54.9K - $59.8K
|
251
$12.7K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.51K- 21.07% |
$97.4K - $106K
|
9.41K
$477K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.57K- 3.08% |
$138K - $151K
|
112K
$5.68M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.2K- 33.37% |
$667K - $726K
|
34.3K
$1.74M
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-19.7K- 1.77% |
$764K - $832K
|
1.1M
$55.5M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.9KClosed |
$812K - $884K
|
0
$0
|