Defined Financial Planning LLC Wisdomtree Tr Us Multifactor F Transaction History
Defined Financial Planning LLC
- $121 Billion
 - Q3 2025
 
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Defined Financial Planning LLC holds 80,252 shares of USMF stock, worth $4.14 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
80,252
              Previous 105,302
              
        
           23.79%
        
      
          
        Holding current value
$4.14 Million
            Previous $5.28 Billion
            
        
           21.13%
        
      
          
        % of portfolio
3.46%
            Previous 4.69%
          
        Shares
	  4 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