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Wisdomtree Tr us multifactor shares owned by SWMG

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

Historical chart of SWMG investment in Wisdomtree Tr us multifactor

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr us multifactor by SWMG

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 3.9k 51.73

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPSB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for SWMG

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