Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / US MULTIFACTOR
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Number of holders
-
50
-
Total 13F shares, excl. options
-
4.63M
-
Shares change
-
+76.8K
-
Total reported value, excl. options
-
$215M
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Value change
-
+$3.75M
-
Number of buys
-
25
-
Number of sells
-
-22
-
Price
-
$46.55
Significant Holders of WISDOMTREE TR - US MULTIFACTOR (USMF) as of Q1 2024
54 filings reported holding USMF - WISDOMTREE TR - US MULTIFACTOR as of Q1 2024.
WISDOMTREE TR - US MULTIFACTOR (USMF) has 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.63M shares
.
Largest 10 shareholders include HighTower Advisors, LLC (1.31M shares), Private Wealth Strategies, L.L.C. (1.17M shares), GREAT VALLEY ADVISOR GROUP, INC. (507K shares), Team Financial Group, LLC (344K shares), Private Advisor Group, LLC (110K shares), Insight Advisors, LLC/ PA (106K shares), CABOT WEALTH MANAGEMENT INC (90.5K shares), WELLS FARGO & COMPANY/MN (82.2K shares), MORGAN STANLEY (81.6K shares), and Atria Investments, Inc (76.9K shares).
This table shows the top 50 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.