Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / US MULTIFACTOR
-
Number of holders
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46
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Total 13F shares, excl. options
-
4.61M
-
Shares change
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+149K
-
Total reported value, excl. options
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$173M
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Value change
-
+$5.58M
-
Number of buys
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26
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Number of sells
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-17
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Price
-
$37.55
Significant Holders of WISDOMTREE TR - US MULTIFACTOR (USMF) as of Q1 2023
49 filings reported holding USMF - WISDOMTREE TR - US MULTIFACTOR as of Q1 2023.
WISDOMTREE TR - US MULTIFACTOR (USMF) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.61M shares
.
Largest 10 shareholders include HighTower Advisors, LLC (1.24M shares), Private Wealth Strategies, L.L.C. (1.1M shares), GREAT VALLEY ADVISOR GROUP, INC. (775K shares), MORGAN STANLEY (322K shares), WELLS FARGO & COMPANY/MN (211K shares), Stratos Wealth Partners, LTD. (119K shares), CABOT WEALTH MANAGEMENT INC (82K shares), Private Advisor Group, LLC (81.2K shares), LPL Financial LLC (73.4K shares), and ENVESTNET ASSET MANAGEMENT INC (72.7K shares).
This table shows the top 46 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.