Q2 2021 13F Holders as of 6/30/2021
-
Type / Class
-
Equity / US MULTIFACTOR
-
Number of holders
-
31
-
Total 13F shares, excl. options
-
2.5M
-
Shares change
-
+48.5K
-
Total reported value, excl. options
-
$98.5M
-
Value change
-
+$1.76M
-
Number of buys
-
17
-
Number of sells
-
-14
-
Price
-
$39.32
Significant Holders of WISDOMTREE TR - US MULTIFACTOR (USMF) as of Q2 2021
37 filings reported holding USMF - WISDOMTREE TR - US MULTIFACTOR as of Q2 2021.
WISDOMTREE TR - US MULTIFACTOR (USMF) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.5M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.02M shares), HighTower Advisors, LLC (810K shares), GOLDMAN SACHS GROUP INC (216K shares), Raymond James Financial Services Advisors, Inc. (105K shares), CABOT WEALTH MANAGEMENT INC (56.4K shares), Financial Enhancement Group LLC (49.7K shares), Truadvice, LLC (38.9K shares), Private Advisor Group, LLC (34K shares), AE Wealth Management LLC (26.2K shares), and Patriot Financial Group Insurance Agency, LLC (20.8K shares).
This table shows the top 31 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.