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Get Institutions for : 
Wisdomtree Us Multifactor Fund (USMF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    0
Total shares held : 
4,457,409  
% of shares held : 
4.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-530,687  
% of shares held change : 
  -0.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 100,489
 2.25%
 
Increased Positions :
19
 126,689
 2.84%
 
Unchanged Positions :
7
 77,649
 1.74%
 
Decreased Positions :
19
-733,275
-16.45%
 
Closed Positions :
4
-24,590
-0.55%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ATRIA INVESTMENTS LLC 434 *New 2023-12-31 74,689 $3,141,000 74,689
   Kestra Advisory Services LLC 1401 *New 2023-12-31 14,244 $599,000 14,244
   CITADEL ADVISORS LLC 4153 *New 2023-12-31 6,571 $276,000 6,571
   Envestnet Portfolio Solutions Inc. 1551 *New 2024-03-31 4,412 $205,000 4,412
   Sound Income Strategies LLC 594 *New 2024-03-31 432 $20,000 432

  5 Records found
  1    
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