Latest Institutional Purchases of Wisdomtree Tr Us Multifactor F (USMF)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Us Multifactor F (USMF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
$113M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
343KNew |
$16.6M - $18.1M
|
343K
$16.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
276KNew |
$13.4M - $14.6M
|
276K
$13.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
156KNew |
$7.57M - $8.26M
|
156K
$7.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 119.98% |
$6.49M - $7.08M
|
246K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
109K+ 942.53% |
$5.26M - $5.74M
|
120K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
82.6KNew |
$4M - $4.36M
|
82.6K
$3.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.4K+ 47.65% |
$2.05M - $2.24M
|
131K
$6.35M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
38.2KNew |
$1.85M - $2.02M
|
38.2K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.5KNew |
$1.77M - $1.93M
|
36.5K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35K+ 358.17% |
$1.7M - $1.85M
|
44.8K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.6KNew |
$1.14M - $1.25M
|
23.6K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
10.9K+ 2.97% |
$530K - $578K
|
379K
$18.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.19K+ 6.74% |
$445K - $486K
|
146K
$7.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.32KNew |
$355K - $387K
|
7.32K
$354K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.02KNew |
$340K - $371K
|
7.02K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.96KNew |
$337K - $368K
|
6.96K
$336K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.69KNew |
$276K - $301K
|
5.69K
$275K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.47KNew |
$168K - $184K
|
3.47K
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.32K+ 28.37% |
$161K - $176K
|
15K
$726K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.92K+ 30.72% |
$142K - $155K
|
12.4K
$601K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.43K+ 9.12% |
$118K - $129K
|
29.1K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.11K+ 1.86% |
$102K - $112K
|
115K
$5.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.11KNew |
$102K - $111K
|
2.11K
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.39K+ 1.34% |
$67.1K - $73.2K
|
105K
$5.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
702+ 102.03% |
$34K - $37.1K
|
1.39K
$67.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
439+ 1.09% |
$21.3K - $23.2K
|
40.7K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
154New |
$7.46K - $8.14K
|
154
$7.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12New |
$581 - $634
|
12
$579
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 4.95% |
$533 - $581
|
233
$11.3K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74.7K+ 32.31% |
$3.34M - $3.65M
|
306K
$14.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
26.9KNew |
$1.2M - $1.31M
|
26.9K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10.6KNew |
$471K - $516K
|
10.6K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.72KNew |
$390K - $426K
|
8.72K
$421K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.01KNew |
$268K - $294K
|
6.01K
$290K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
508+ 3.38% |
$22.7K - $24.8K
|
15.6K
$751K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
209New |
$9.34K - $10.2K
|
209
$10.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
209New |
$9.34K - $10.2K
|
209
$10.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16+ 0.32% |
$715 - $782
|
5.04K
$243K
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
21.4K+ 1.83% |
$942K - $996K
|
1.19M
$57.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
21K+ 23.21% |
$923K - $975K
|
111K
$5.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
185New |
$8.13K - $8.59K
|
185
$8.93K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.33% |
$220 - $232
|
1.51K
$73K
|
|
| Q1 2024 | |||||||
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.66KNew |
$361K - $403K
|
8.66K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
432New |
$18K - $20.1K
|
432
$20.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
162+ 2.81% |
$6.76K - $7.54K
|
5.93K
$286K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
23.9KNew |
$884K - $1.01M
|
23.9K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.2KNew |
$527K - $601K
|
14.2K
$688K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.16% |
$370 - $422
|
6.27K
$303K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
13.7K+ 125.08% |
$523K - $545K
|
24.7K
$1.19M
|
|