WCG Wealth Advisors »

Wisdomtree Tr us multifactor shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Tr us multifactor (USMF) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in Wisdomtree Tr us multifactor

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr us multifactor held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr us multifactor by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 28k 42.06
2023-09-30 $1.1M 28k 38.47

More positions owned by WCG Wealth Advisors

Dbx Etf Tr Xtrackers S&p (SNPE)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Total Return Etf totl (BOND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

Top funds holding Wisdomtree Tr us multifactor

HighTower Advisors
Private Wealth Strategies
Great Valley Advisor Group
Team Financial Group
Private Advisor
Insight Advisors, LLC/ PA
Cabot Money Management
Wells Fargo & Company
Raymond James & Associates
Atria Investments
Smartleaf Asset Management
LPL Financial
Hanson McClain Advisors
Stratos Wealth Partners
Klr Investment Advisors

View all funds holding Wisdomtree Tr us multifactor