Drive Wealth Management »

Wisdomtree Tr us multifactor shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management investment in Wisdomtree Tr us multifactor

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr us multifactor held by Drive Wealth Management 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 Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $469k 9.6k 48.87

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Ishares Tr Short Treas Bd (SHV)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Us Treas Bd Etf (GOVT)
Amazon (AMZN)
Ncino (NCNO)

View all positions for Drive Wealth Management

Top funds holding Wisdomtree Tr us multifactor

HighTower Advisors
Private Wealth Strategies
Great Valley Advisor Group
Team Financial Group
Raymond James Financial Services Advisors
Insight Advisors, LLC/ PA
Private Advisor
LPL Financial
Sanctuary Advisors
Atria Investments
Wells Fargo & Company
Western Wealth Management
Morgan Stanley
Smartleaf Asset Management
Financial Enhancement

View all funds holding Wisdomtree Tr us multifactor