Wisdomtree Tr us multifactor shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Wisdomtree Tr us multifactor (USMF) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Wisdomtree Tr us multifactor
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Quarterly reported holdings in Wisdomtree Tr us multifactor by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $894k | 17k | 52.27 |
| 2025-06-30 | $933k | 18k | 51.26 |
| 2025-03-31 | $1.1M | 21k | 49.62 |
| 2024-12-31 | $618k | 12k | 49.68 |
| 2024-09-30 | $465k | 9.5k | 48.87 |
| 2024-06-30 | $353k | 7.8k | 45.44 |