Q3 2020 13F Holders as of 9/30/2020
-
Type / Class
-
Equity / US MULTIFACTOR
-
Number of holders
-
26
-
Total 13F shares, excl. options
-
2.87M
-
Shares change
-
+104K
-
Total reported value, excl. options
-
$89.7M
-
Value change
-
+$3.35M
-
Number of buys
-
12
-
Number of sells
-
-13
-
Price
-
$31.30
Significant Holders of WISDOMTREE TR - US MULTIFACTOR (USMF) as of Q3 2020
31 filings reported holding USMF - WISDOMTREE TR - US MULTIFACTOR as of Q3 2020.
WISDOMTREE TR - US MULTIFACTOR (USMF) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.87M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.25M shares), Stearns Financial Services Group (852K shares), GOLDMAN SACHS GROUP INC (245K shares), Raymond James Financial Services Advisors, Inc. (101K shares), Financial Enhancement Group LLC (87.7K shares), IFP Advisors, Inc (59K shares), Patriot Financial Group Insurance Agency, LLC (37.7K shares), CABOT WEALTH MANAGEMENT INC (35.8K shares), Truadvice, LLC (35.3K shares), and SIGNET FINANCIAL MANAGEMENT, LLC (24.4K shares).
This table shows the top 26 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.