Q3 2024 13F Holders as of 9/30/2024
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Type / Class
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Equity / US MULTIFACTOR
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Number of holders
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58
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Total 13F shares, excl. options
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3.96M
-
Shares change
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+175K
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Total reported value, excl. options
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$193M
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Value change
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+$8.59M
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Number of buys
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36
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Number of sells
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-18
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Price
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$48.87
Significant Holders of WISDOMTREE TR - US MULTIFACTOR (USMF) as of Q3 2024
63 filings reported holding USMF - WISDOMTREE TR - US MULTIFACTOR as of Q3 2024.
WISDOMTREE TR - US MULTIFACTOR (USMF) has 58 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.96M shares
.
Largest 10 shareholders include HighTower Advisors, LLC (1.29M shares), GREAT VALLEY ADVISOR GROUP, INC. (464K shares), Team Financial Group, LLC (368K shares), Raymond James Financial Services Advisors, Inc. (306K shares), Insight Advisors, LLC/ PA (136K shares), Private Advisor Group, LLC (113K shares), LPL Financial LLC (112K shares), Sanctuary Advisors, LLC (104K shares), Atria Investments, Inc (89.6K shares), and WELLS FARGO & COMPANY/MN (89K shares).
This table shows the top 58 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.