Modern Wealth Management, LLC Wisdomtree Tr Us Multifactor F Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
 - Q2 2025
 
A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Modern Wealth Management, LLC holds 14,016 shares of USMF stock, worth $723,505. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,016
              Previous 14,705
              
        
           4.69%
        
      
          
        Holding current value
$723,505
            Previous $729,000
            
        
           1.51%
        
      
          
        % of portfolio
0.02%
            Previous 0.02%
          
        Shares
	  3 transactions
	
  Others Institutions Holding USMF
# of Institutions
75Shares Held
8.24MCall Options Held
0Put Options Held
0- 
    
      High Tower Advisors, LLC Chicago, IL1.32MShares$68.1 Million0.09% of portfolio
 - 
    
      Private Wealth Strategies, L.L.C.1.19MShares$61.5 Million11.04% of portfolio
 - 
    
      Lido Advisors, LLC Los Angeles, CA793KShares$40.9 Million0.16% of portfolio
 - 
    
      Great Valley Advisor Group, Inc.531KShares$27.4 Million0.67% of portfolio
 - 
    
      Raymond James Financial Inc St. Petersburg, FL424KShares$21.9 Million0.01% of portfolio