WISDOMTREE TR - US MULTIFACTOR (USMF)

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / US MULTIFACTOR
Total 13F shares
4,628,730
Share change
+76,834
Total reported value
$215,460,319
Price per share
$46.55
Number of holders
50
Value change
+$3,754,048
Number of buys
25
Number of sells
22

Institutional Holders of WISDOMTREE TR - US MULTIFACTOR (USMF) as of Q1 2024

As of 31 Mar 2024, WISDOMTREE TR - US MULTIFACTOR (USMF) was held by 50 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,628,730 shares. The largest 10 holders included HighTower Advisors, LLC, Private Wealth Strategies, L.L.C., GREAT VALLEY ADVISOR GROUP, INC., Team Financial Group, LLC, Private Advisor Group, LLC, Insight Advisors, LLC/ PA, CABOT WEALTH MANAGEMENT INC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, and Atria Investments, Inc. This page lists 49 institutional shareholders reporting positions in this security for the Q1 2024 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.