Defined Financial Planning LLC Wisdomtree Tr Us Multifactor F Call Options Transaction History

Defined Financial Planning LLC

$93.7 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding USMF

# of Institutions

70

Shares Held

8.75M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

2.34M
Shares

$121 Million
0.53% of portfolio
High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$66.5 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$61.5 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

464K
Shares

$24 Million
0.59% of portfolio
Team Financial Group, LLC Temecula, CA

379K
Shares

$19.6 Million
10.8% of portfolio

About WISDOMTREE TR US MULTIFACTOR F

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