Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
13.2K+ 8.77% |
$661K - $691K
|
163K
$8.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.71K+ 9.5% |
$487K - $509K
|
112K
$5.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
7.11K+ 1.78% |
$356K - $373K
|
406K
$20.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.95K+ 5.54% |
$148K - $155K
|
56.2K
$2.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
786+ 2.13% |
$39.4K - $41.2K
|
37.7K
$1.94M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
100+ 1.86% |
$5.02K - $5.25K
|
5.47K
$282K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.61% |
$50.2 - $52.5
|
63
$3.25K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-137- 1.24% |
$6.87K - $7.19K
|
10.9K
$564K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-242- 4.03% |
$12.1K - $12.7K
|
5.76K
$297K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-319- 38.25% |
$16K - $16.7K
|
515
$26.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-436- 5.49% |
$21.9K - $22.9K
|
7.5K
$387K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-995- 0.62% |
$49.9K - $52.2K
|
161K
$8.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.08K- 9.32% |
$53.9K - $56.4K
|
10.5K
$540K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.11K- 6.09% |
$55.6K - $58.1K
|
17.1K
$882K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 14.39% |
$57.1K - $59.7K
|
6.78K
$350K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-18.7K- 61.09% |
$938K - $981K
|
11.9K
$615K
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-25.1K- 23.79% |
$1.26M - $1.31M
|
80.3K
$4.14M
|