Who owns Wisdomtree Tr us multifactor?
- Ticker: USMF
- CUSIP Number: 97717y857
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Tr us multifactor with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Wisdomtree Tr us multifactor stock
Who bought or sold Wisdomtree Tr us multifactor this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Lido Advisors | 2.3M | $116M | 100% | Dec 2024 |
|
| HighTower Advisors | 1.3M | $64M | 0% | Dec 2024 |
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| Great Valley Advisor Group | 458k | $23M | -1% | Dec 2024 |
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| Team Financial Group | 379k | $19M | 3% | Dec 2024 |
|
| Raymond James Financial | 343k | $17M | 100% | Dec 2024 |
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| LPL Financial | 246k | $12M | 120% | Dec 2024 |
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| Archer Investment Management | 200k | $9.9M | -28% | Mar 2025 |
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| Columbia Advisory Partners | 141k | $7.0M | -10% | Mar 2025 |
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| Wells Fargo & Company | 132k | $6.5M | 48% | Dec 2024 |
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| Cetera Investment Advisers | 120k | $6.0M | 943% | Dec 2024 |
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| Private Advisor | 116k | $5.7M | 2% | Dec 2024 |
|
| Sanctuary Advisors | 105k | $5.4M | 1% | Dec 2024 |
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| Insight Advisors, LLC/ PA | 96k | $4.7M | -34% | Mar 2025 |
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| Atria Investments | 87k | $4.3M | -3% | Dec 2024 |
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| Defined Financial Planning | 86k | $4.3M | 4% | Mar 2025 |
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| Morgan Stanley | 83k | $4.6M | -2% | Dec 2024 |
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| Smartleaf Asset Management | 74k | $3.7M | -1% | Dec 2024 |
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| Commonwealth Equity Services | 45k | $2.2M | 358% | Dec 2024 |
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| Hanson McClain Advisors | 44k | $2.3M | -4% | Dec 2024 |
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| Stratos Wealth Partners | 41k | $2.0M | 1% | Dec 2024 |
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| Financial Enhancement | 41k | $2.0M | -34% | Dec 2024 |
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| Western Wealth Management | 40k | $2.0M | -51% | Dec 2024 |
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| Armis Advisers | 38k | $1.9M | 100% | Dec 2024 |
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| Susquehanna International | 37k | $1.8M | 100% | Dec 2024 |
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| WCG Wealth Advisors | 32k | $1.6M | -1% | Dec 2024 |
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| Advisor Group Holdings | 30k | $1.5M | -4% | Dec 2024 |
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| Kestra Private Wealth Services | 29k | $1.4M | 9% | Dec 2024 |
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| Citadel Advisors | 24k | $1.2M | 100% | Dec 2024 |
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| Envestnet Asset Management | 22k | $1.1M | -49% | Dec 2024 |
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| Jpmorgan Chase & Co | 19k | $947k | -13% | Dec 2024 |
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| BIP Wealth | 16k | $799k | -9% | Dec 2024 |
|
| Patriot Financial Group Insurance Agency | 15k | $760k | -18% | Mar 2025 |
|
| Axxcess Wealth Management | 15k | $759k | 0% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 15k | $747k | 28% | Dec 2024 |
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| Quartz Partners | 13k | $631k | 0% | Dec 2024 |
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| Beacon Financial Advisory | 12k | $618k | 31% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 12k | $571k | -22% | Mar 2025 |
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| Goodman & Company, Investment Counsel | 11k | $524k | 0% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 9.8k | $489k | 0% | Dec 2024 |
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| Harbour Investments | 9.7k | $484k | -3% | Dec 2024 |
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| Drive Wealth Management | 9.6k | $476k | 0% | Dec 2024 |
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| REAP Financial Group | 9.3k | $461k | -13% | Dec 2024 |
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| Thrivent Financial for Lutherans | 8.0k | $400k | -9% | Dec 2024 |
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| H D Vest Advisory Services | 7.3k | $364k | 100% | Dec 2024 |
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| CoreCap Advisors | 7.3k | $362k | -3% | Dec 2024 |
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| World Equity Group | 7.0k | $346k | 100% | Dec 2024 |
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| Concurrent Investment Advisors | 5.7k | $283k | 100% | Dec 2024 |
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| Nbc Securities | 4.8k | $236k | 17541% | Mar 2025 |
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| RMR Wealth Builders | 4.4k | $220k | -4% | Mar 2025 |
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| ORG Partners | 3.5k | $173k | 100% | Dec 2024 |
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| Creative Financial Designs | 2.8k | $137k | -16% | Dec 2024 |
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| Bank of America Corporation | 2.1k | $105k | 100% | Dec 2024 |
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| Geneos Wealth Management | 1.4k | $69k | 102% | Dec 2024 |
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| Royal Bank of Canada | 1.2k | $62k | -42% | Dec 2024 |
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| UBS Group | 475.00 | $24k | -33% | Dec 2024 |
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| Capital Advisors | 465.00 | $23k | 0% | Mar 2025 |
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| Covestor | 233.00 | $12k | 5% | Dec 2024 |
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| Proequities | 185.00 | $9.4M | 0% | Dec 2024 |
|
| Transce3nd | 154.00 | $7.7k | 100% | Dec 2024 |
|
| Goss Wealth Management | 75.00 | $3.7k | 0% | Dec 2024 |
|
| AE Wealth Management | 12.00 | $596.000400 | 100% | Dec 2024 |
|
Who sold out of Wisdomtree Tr us multifactor?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| RFG Advisory | Dec 2024 | 19k | $958k |
| Old Mission Capital | Sep 2024 | 12k | $570k |
| Jane Street | Sep 2024 | 8.7k | $426k |
| Park Avenue Securities | Dec 2024 | 7.0k | $349k |
| Financial Advocates Investment Management | Sep 2024 | 6.0k | $275k |
| Envestnet Portfolio Solutions | Sep 2024 | 5.0k | $246k |
| FMR | Sep 2024 | 407.00 | $20k |
| Migdal Insurance & Financial Holdings | Sep 2024 | 230.00 | $11k |
| Aptus Capital Advisors | Sep 2024 | 209.00 | $10k |
| Guardian Wealth Advisors, Llc / Nc | Sep 2024 | 209.00 | $10k |