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Wisdomtree Tr us multifactor shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Wisdomtree Tr us multifactor

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr us multifactor by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $636k 12k 51.26
2025-09-30 $891k 17k 52.27

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View all positions for Summit Financial

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