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Wisdomtree Tr us multifactor shares owned by Planning Strategies

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

Historical chart of Planning Strategies investment in Wisdomtree Tr us multifactor

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr us multifactor held by Planning Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr us multifactor by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.3k 97 54.25

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Wisdomtree Tr us multifactor

HighTower Advisors
SNS Financial
Team Financial Group
LPL Financial
Walled Lake Planning & Wealth Management
Wells Fargo & Company
Cetera Investment Advisers
Great Valley Advisor Group
Evolve Private Wealth
Goss Wealth Management
Morgan Stanley
Raymond James Financial
Hanson McClain Advisors
Private Advisor
Stratos Wealth Partners

View all funds holding Wisdomtree Tr us multifactor