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 $4.08 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
80,252
Previous 105,302
23.79%
Holding current value
$4.08 Million
Previous $5.28 Billion
21.13%
% of portfolio
3.46%
Previous 4.69%
Shares
4 transactions
Others Institutions Holding USMF
# of Institutions
76Shares Held
7.77MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL1.34MShares$67.9 Million0.08% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$60.5 Million11.04% of portfolio
-
Lido Advisors, LLC Los Angeles, CA765KShares$38.9 Million0.13% of portfolio
-
Great Valley Advisor Group, Inc.563KShares$28.6 Million0.66% of portfolio
-
Sns Financial Group, LLC440KShares$22.3 Million2.03% of portfolio