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Wisdomtree Tr us multifactor shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Wisdomtree Tr us multifactor (USMF) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Wisdomtree Tr us multifactor

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr us multifactor held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr us multifactor by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.5M 30k 51.26
2025-03-31 $607k 12k 49.62
2024-12-31 $364k 7.3k 49.68

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

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
Archer Investment Management
Columbia Advisory Partners
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Atria Investments
Morgan Stanley

View all funds holding Wisdomtree Tr us multifactor