Q3 2022 13F Holders as of 9/30/2022
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Type / Class
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Equity / US MULTIFACTOR
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Number of holders
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48
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Total 13F shares, excl. options
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4.1M
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Shares change
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+235K
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Total reported value, excl. options
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$140M
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Value change
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+$8.02M
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Number of buys
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30
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Number of sells
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-12
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Price
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$34.17
Significant Holders of WISDOMTREE TR - US MULTIFACTOR (USMF) as of Q3 2022
50 filings reported holding USMF - WISDOMTREE TR - US MULTIFACTOR as of Q3 2022.
WISDOMTREE TR - US MULTIFACTOR (USMF) has 48 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.1M shares
.
Largest 10 shareholders include HighTower Advisors, LLC (1.15M shares), Private Wealth Strategies, L.L.C. (1.07M shares), GREAT VALLEY ADVISOR GROUP, INC. (857K shares), GOLDMAN SACHS GROUP INC (129K shares), Raymond James Financial Services Advisors, Inc. (110K shares), CABOT WEALTH MANAGEMENT INC (71.6K shares), Insight Advisors, LLC/ PA (70.4K shares), Financial Enhancement Group LLC (64.7K shares), ENVESTNET ASSET MANAGEMENT INC (57.7K shares), and MORGAN STANLEY (54.9K shares).
This table shows the top 48 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.