Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.03K- 3.55% |
$45.9K - $53.2K
|
28.1K
$1.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.41K- 12.06% |
$62.6K - $72.5K
|
10.3K
$522K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.61K- 2.94% |
$71.7K - $83.1K
|
53.3K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.68K- 5.52% |
$74.6K - $86.5K
|
28.8K
$1.46M
|
|
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.66K- 36.94% |
$118K - $137K
|
4.54K
$231K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.83K- 20.03% |
$126K - $146K
|
11.3K
$574K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.98K- 14.07% |
$132K - $153K
|
18.2K
$925K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.09K- 4.81% |
$182K - $210K
|
81K
$4.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.03K- 38.85% |
$223K - $259K
|
7.91K
$402K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.64K- 13.26% |
$250K - $290K
|
36.9K
$1.87M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.53K- 9.43% |
$335K - $388K
|
72.3K
$3.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-32.1K- 3.89% |
$1.43M - $1.65M
|
793K
$40.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.7K- 10.41% |
$1.94M - $2.25M
|
376K
$19.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-49.7K- 24.88% |
$2.21M - $2.56M
|
150K
$7.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-71.1K- 39.5% |
$3.16M - $3.66M
|
109K
$5.53M
|
|