Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / US MULTIFACTOR
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Number of holders
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1
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Total 13F shares, excl. options
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20.5K
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Shares change
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0
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Total reported value, excl. options
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$861K
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Price
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$42.05
Significant Holders of WISDOMTREE TR - US MULTIFACTOR (USMF) as of Q4 2023
1 filings reported holding USMF - WISDOMTREE TR - US MULTIFACTOR as of Q4 2023.
WISDOMTREE TR - US MULTIFACTOR (USMF) has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20.5K shares
.
Largest 10 shareholders include HighTower Advisors, LLC (1.19M shares), Private Wealth Strategies, L.L.C. (1.17M shares), GREAT VALLEY ADVISOR GROUP, INC. (560K shares), Team Financial Group, LLC (330K shares), Private Advisor Group, LLC (132K shares), CABOT WEALTH MANAGEMENT INC (85K shares), Insight Advisors, LLC/ PA (80.8K shares), WELLS FARGO & COMPANY/MN (80.3K shares), Atria Investments, Inc (74.7K shares), and Smartleaf Asset Management LLC (61.1K shares).
This table shows the top 1 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.