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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.53K- 11.61% |
$123K - $134K
|
19.3K
$954K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.83K- 12.94% |
$137K - $150K
|
19.1K
$942K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.96K- 3.3% |
$143K - $156K
|
86.7K
$4.29M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.94K- 1.28% |
$287K - $314K
|
458K
$22.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-21K- 34.11% |
$1.02M - $1.11M
|
40.5K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.3K- 49.14% |
$1.03M - $1.13M
|
22.1K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.8K- 99.9% |
$1.25M - $1.36M
|
27
$1.34K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-42.3K- 51.35% |
$2.05M - $2.24M
|
40.1K
$1.98M
|