CWM »

Wisdomtree Tr us multifactor shares owned by CWM

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

Historical chart of CWM investment in Wisdomtree Tr us multifactor

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr us multifactor held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 31k 51.27
2025-09-30 $623k 12k 52.27
2025-06-30 $1.6M 31k 51.26

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)

View all positions for CWM

Top funds holding Wisdomtree Tr us multifactor

HighTower Advisors
Lido Advisors
Great Valley Advisor Group
SNS Financial
Team Financial Group
Raymond James Financial
LPL Financial
Wells Fargo & Company
Columbia Advisory Partners
Cetera Investment Advisers
Archer Investment Management
Northwestern Mutual Wealth Management Company
Defined Financial Planning
Atria Investments
Mariner Wealth Advisors

View all funds holding Wisdomtree Tr us multifactor