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Wisdomtree Tr us multifactor shares owned by Walled Lake Planning & Wealth Management

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

Historical chart of Walled Lake Planning & 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 Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr us multifactor by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $18M 358k 49.38