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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Who bought or sold Wisdomtree Tr us multifactor this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
HighTower Advisors | 1.3M | $59M | -2% | Jun 2024 |
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Private Wealth Strategies | 1.2M | $54M | 2% | Jun 2024 |
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Great Valley Advisor Group | 464k | $23M | 0% | Sep 2024 |
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Team Financial Group | 368k | $18M | 2% | Sep 2024 |
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Raymond James Financial Services Advisors | 306k | $15M | 32% | Sep 2024 |
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Insight Advisors, LLC/ PA | 136k | $6.7M | 8% | Sep 2024 |
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Private Advisor | 113k | $5.5M | 0% | Sep 2024 |
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LPL Financial | 112k | $5.5M | 17% | Sep 2024 |
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Sanctuary Advisors | 104k | $5.4M | 10% | Sep 2024 |
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Atria Investments | 90k | $4.4M | 14% | Sep 2024 |
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Wells Fargo & Company | 89k | $4.4M | 5% | Sep 2024 |
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Western Wealth Management | 82k | $4.0M | 100% | Sep 2024 |
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Morgan Stanley | 81k | $4.3M | -1% | Jun 2024 |
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Smartleaf Asset Management | 75k | $3.7M | 1% | Sep 2024 |
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Financial Enhancement | 62k | $2.3M | 129% | Sep 2024 |
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Hanson McClain Advisors | 46k | $2.3M | -2% | Sep 2024 |
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Envestnet Asset Management | 43k | $2.1M | -1% | Sep 2024 |
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Stratos Wealth Partners | 40k | $2.0M | -5% | Sep 2024 |
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WCG Wealth Advisors | 32k | $1.6M | -4% | Sep 2024 |
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Raymond James & Associates | 32k | $1.6M | -51% | Sep 2024 |
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Advisor Group Holdings | 31k | $1.5M | 22% | Sep 2024 |
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Old Mission Capital | 28k | $1.3M | 100% | Jun 2024 |
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Baldwin Brothers | 27k | $1.3M | 100% | Sep 2024 |
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Kestra Private Wealth Services | 27k | $1.3M | 100% | Sep 2024 |
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Nbc Securities | 26k | $1.3M | 5% | Sep 2024 |
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Jpmorgan Chase & Co | 22k | $1.1M | -14% | Sep 2024 |
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RFG Advisory | 22k | $1.1M | 2% | Sep 2024 |
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Patriot Financial Group Insurance Agency | 20k | $956k | -7% | Sep 2024 |
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BIP Wealth | 18k | $863k | 4% | Sep 2024 |
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Axxcess Wealth Management | 15k | $746k | 0% | Sep 2024 |
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Wealth Enhancement Advisory Services | 15k | $684k | 100% | Jun 2024 |
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Quartz Partners | 13k | $621k | 100% | Sep 2024 |
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Cambridge Investment Research Advisors | 12k | $572k | 12% | Sep 2024 |
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Goodman & Company, Investment Counsel | 11k | $516k | 100% | Sep 2024 |
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Cetera Investment Advisers | 10k | $472k | -14% | Jun 2024 |
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Harbour Investments | 10k | $490k | 13% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 9.9k | $482k | -4% | Sep 2024 |
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Commonwealth Equity Services | 9.8k | $478k | 100% | Sep 2024 |
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Drive Wealth Management | 9.6k | $469k | 100% | Sep 2024 |
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Beacon Financial Advisory | 9.5k | $465k | 23% | Sep 2024 |
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Thrivent Financial for Lutherans | 8.9k | $434k | 0% | Sep 2024 |
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Jane Street | 8.7k | $426k | 100% | Sep 2024 |
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CoreCap Advisors | 7.5k | $369k | -2% | Sep 2024 |
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Financial Advocates Investment Management | 6.0k | $275k | 100% | Sep 2024 |
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Envestnet Portfolio Solutions | 5.0k | $246k | 0% | Sep 2024 |
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RMR Wealth Builders | 4.6k | $227k | -7% | Sep 2024 |
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Creative Financial Designs | 3.3k | $160k | -13% | Sep 2024 |
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Royal Bank of Canada | 2.1k | $105k | 72% | Sep 2024 |
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Geneos Wealth Management | 688.00 | $31k | 100% | Jun 2024 |
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Capital Advisors | 465.00 | $23k | 0% | Sep 2024 |
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Migdal Insurance & Financial Holdings | 230.00 | $11k | 0% | Sep 2024 |
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Covestor | 222.00 | $11k | -9% | Sep 2024 |
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Aptus Capital Advisors | 209.00 | $10k | 100% | Sep 2024 |
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Proequities | 185.00 | $9.0M | 0% | Sep 2024 |
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Goss Wealth Management | 75.00 | $3.4k | 0% | Jun 2024 |
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Who sold out of Wisdomtree Tr us multifactor?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Cabot Money Management | Jun 2024 | 112k | $5.1M |
Bank of America Corporation | Jun 2024 | 24k | $1.1M |
Goldman Sachs Group | Mar 2024 | 16k | $720k |
Susquehanna International | Jun 2024 | 10k | $455k |
Citadel Advisors | Jun 2024 | 9.5k | $432k |
Sunbelt Securities | Jun 2024 | 1.5k | $69k |