Wj Wealth Management, LLC Wisdomtree Tr Us Multifactor F Transaction History
Wj Wealth Management, LLC
- $270 Million
- Q2 2025
A detailed history of Wj Wealth Management, LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Wj Wealth Management, LLC holds 108,945 shares of USMF stock, worth $5.66 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
108,945
Previous 180,073
39.5%
Holding current value
$5.66 Million
Previous $8.94 Million
37.5%
% of portfolio
2.07%
Previous 3.64%
Shares
2 transactions
Others Institutions Holding USMF
# of Institutions
76Shares Held
8.27MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL1.32MShares$68.5 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$61.9 Million11.04% of portfolio
-
Lido Advisors, LLC Los Angeles, CA793KShares$41.2 Million0.16% of portfolio
-
Great Valley Advisor Group, Inc.531KShares$27.6 Million0.67% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL424KShares$22 Million0.01% of portfolio