Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / US MULTIFACTOR
-
Total 13F shares
-
4,514,818
-
Share change
-
-108,527
-
Total reported value
-
$175,186,426
-
Price per share
-
$38.77
-
Number of holders
-
45
-
Value change
-
-$4,161,818
-
Number of buys
-
23
-
Number of sells
-
24
Institutional Holders of WISDOMTREE TR - US MULTIFACTOR (USMF) as of Q2 2023
As of 30 Jun 2023,
WISDOMTREE TR - US MULTIFACTOR (USMF) was held by
45 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,514,818 shares.
The largest 10 holders included
HighTower Advisors, LLC, Private Wealth Strategies, L.L.C., GREAT VALLEY ADVISOR GROUP, INC., MORGAN STANLEY, Stratos Wealth Partners, LTD., Private Advisor Group, LLC, WELLS FARGO & COMPANY/MN, CABOT WEALTH MANAGEMENT INC, LPL Financial LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
45
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| 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.