Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

KerberRose Wealth Management »

Wisdomtree Tr us multifactor shares owned by KerberRose Wealth Management

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

Historical chart of KerberRose 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 KerberRose Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr us multifactor by KerberRose Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2022-06-30	$1.1M	31k	36.26

More positions owned by KerberRose Wealth Management

Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)

Spdr Portfolio S P 1500 Cmpst St Etf Portfoli S&p1500 (SPTM)

Ishares Tips Bond Etf Tips Bd Etf (TIP)

Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)

Schwab Us Tips Etf Us Tips Etf (SCHP)

Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Vanguard Small Cap Etf Small Cp Etf (VB)

Ishares Brd Usd Inv Grd Corp Bd Etf Usd Inv Grde Etf (USIG)

Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB)

Microsoft Corporation (MSFT)

Ishares 0-5 Year Tips Bond Etf 0-5 Yr Tips Etf (STIP)

Vanguard Short Term Cor Bd Etf Iv Shrt Trm Corp Bd (VCSH)

Invesco Total Return Bond Etf Total Return (GTO)

View all positions for KerberRose 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

Sanctuary Advisors

Atria Investments

Wells Fargo & Company

Western Wealth Management

Smartleaf Asset Management

Financial Enhancement

View all funds holding Wisdomtree Tr us multifactor

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z