Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US MULTIFACTOR
-
Total 13F shares
-
6,074,394
-
Share change
-
-929,891
-
Total reported value
-
$301,228,396
-
Price per share
-
$49.62
-
Number of holders
-
64
-
Value change
-
-$46,161,746
-
Number of buys
-
30
-
Number of sells
-
35
Institutional Holders of WISDOMTREE TR - US MULTIFACTOR (USMF) as of Q1 2025
As of 31 Mar 2025,
WISDOMTREE TR - US MULTIFACTOR (USMF) was held by
64 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,074,394 shares.
The largest 10 holders included
HighTower Advisors, LLC, Lido Advisors, LLC, GREAT VALLEY ADVISOR GROUP, INC., LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, SNS Financial Group, LLC, Team Financial Group, LLC, Archer Investment Management, LLC, WELLS FARGO & COMPANY/MN, and WJ Wealth Management, LLC.
This page lists
65
institutional shareholders reporting positions in this security
for the Q1 2025 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.