Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.34MNew |
$113M - $124M
|
2.34M
$116M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
343KNew |
$16.6M - $18.1M
|
343K
$17M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
276KNew |
$13.4M - $14.6M
|
276K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
156KNew |
$7.57M - $8.26M
|
156K
$7.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 119.98% |
$6.49M - $7.08M
|
246K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
109K+ 942.53% |
$5.26M - $5.74M
|
120K
$5.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
82.6KNew |
$4M - $4.36M
|
82.6K
$4.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.4K+ 47.65% |
$2.05M - $2.24M
|
131K
$6.5M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
38.2KNew |
$1.85M - $2.02M
|
38.2K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.5KNew |
$1.77M - $1.93M
|
36.5K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35K+ 358.17% |
$1.7M - $1.85M
|
44.8K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.6KNew |
$1.14M - $1.25M
|
23.6K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
10.9K+ 2.97% |
$530K - $578K
|
379K
$18.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.19K+ 6.74% |
$445K - $486K
|
146K
$7.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.32KNew |
$355K - $387K
|
7.32K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.02KNew |
$340K - $371K
|
7.02K
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.96KNew |
$337K - $368K
|
6.96K
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.69KNew |
$276K - $301K
|
5.69K
$282K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.47KNew |
$168K - $184K
|
3.47K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.32K+ 28.37% |
$161K - $176K
|
15K
$743K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.92K+ 30.72% |
$142K - $155K
|
12.4K
$615K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.43K+ 9.12% |
$118K - $129K
|
29.1K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.11K+ 1.86% |
$102K - $112K
|
115K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.11KNew |
$102K - $111K
|
2.11K
$104K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.39K+ 1.34% |
$67.1K - $73.2K
|
105K
$5.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
702+ 102.03% |
$34K - $37.1K
|
1.39K
$68.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
439+ 1.09% |
$21.3K - $23.2K
|
40.7K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
154New |
$7.46K - $8.14K
|
154
$7.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12New |
$581 - $634
|
12
$593
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 4.95% |
$533 - $581
|
233
$11.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-7- 0.06% |
$339 - $370
|
12.7K
$628K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14- 0.14% |
$678 - $740
|
9.84K
$487K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-16- 0.17% |
$775 - $846
|
9.58K
$474K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-26- 0.56% |
$1.26K - $1.37K
|
4.62K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-237- 33.29% |
$11.5K - $12.5K
|
475
$23.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-260- 3.44% |
$12.6K - $13.7K
|
7.29K
$360K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-272- 2.72% |
$13.2K - $14.4K
|
9.75K
$482K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-400- 1.23% |
$19.4K - $21.1K
|
32K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-521- 15.88% |
$25.2K - $27.5K
|
2.76K
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-793- 4.06% |
$38.4K - $41.9K
|
18.8K
$928K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-830- 9.35% |
$40.2K - $43.9K
|
8.04K
$398K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-831- 5.34% |
$40.2K - $43.9K
|
14.7K
$728K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-873- 1.16% |
$42.3K - $46.1K
|
74.2K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-901- 41.93% |
$43.6K - $47.6K
|
1.25K
$61.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.39K- 13.04% |
$67.4K - $73.6K
|
9.28K
$459K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.4K- 4.46% |
$67.7K - $73.8K
|
29.9K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.46K- 1.74% |
$70.9K - $77.3K
|
82.5K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.59K- 8.99% |
$76.9K - $83.9K
|
16.1K
$795K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.98K- 0.15% |
$95.7K - $104K
|
1.29M
$63.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.03K- 4.38% |
$98.5K - $108K
|
44.4K
$2.19M
|