WISDOMTREE TR - US MULTIFACTOR (USMF)

Q3 2024 13F Holders as of 9/30/2024

Type / Class
Equity / US MULTIFACTOR
Number of holders
58
Total 13F shares, excl. options
3.96M
Shares change
+175K
Total reported value, excl. options
$193M
Value change
+$8.59M
Number of buys
36
Number of sells
-18
Price
$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.