Q3 2023 13F Holders as of 9/30/2023
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Type / Class
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Equity / US MULTIFACTOR
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Number of holders
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47
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Total 13F shares, excl. options
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4.96M
-
Shares change
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+129K
-
Total reported value, excl. options
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$191M
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Value change
-
+$4.95M
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Number of buys
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25
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Number of sells
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-20
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Price
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$38.46
Significant Holders of WISDOMTREE TR - US MULTIFACTOR (USMF) as of Q3 2023
50 filings reported holding USMF - WISDOMTREE TR - US MULTIFACTOR as of Q3 2023.
WISDOMTREE TR - US MULTIFACTOR (USMF) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.96M shares
.
Largest 10 shareholders include HighTower Advisors, LLC (1.26M shares), Private Wealth Strategies, L.L.C. (1.15M shares), GREAT VALLEY ADVISOR GROUP, INC. (793K shares), Team Financial Group, LLC (306K shares), MORGAN STANLEY (275K shares), Private Advisor Group, LLC (111K shares), ENVESTNET ASSET MANAGEMENT INC (91.3K shares), Stratos Wealth Partners, LTD. (90K shares), CABOT WEALTH MANAGEMENT INC (83.5K shares), and WELLS FARGO & COMPANY/MN (77.1K shares).
This table shows the top 47 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.