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Wisdomtree Tr us multifactor shares owned by KerberRose Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr us multifactor (USMF) shares owned by KerberRose Wealth Management from 13F filings

Historical chart of KerberRose Wealth Management investment in Wisdomtree Tr us multifactor

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr us multifactor held by KerberRose Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr us multifactor by KerberRose Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $1.1M 31k 36.26

More positions owned by KerberRose Wealth Management

Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Spdr Portfolio S P 1500 Cmpst St Etf Portfoli S&p1500 (SPTM)
Ishares Tips Bond Etf Tips Bd Etf (TIP)
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)
Schwab Us Tips Etf Us Tips Etf (SCHP)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Apple (AAPL)
Vanguard Small Cap Etf Small Cp Etf (VB)
Ishares Brd Usd Inv Grd Corp Bd Etf Usd Inv Grde Etf (USIG)
Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB)
Microsoft Corporation (MSFT)
Ishares 0-5 Year Tips Bond Etf 0-5 Yr Tips Etf (STIP)
Vanguard Short Term Cor Bd Etf Iv Shrt Trm Corp Bd (VCSH)
Invesco Total Return Bond Etf Total Return (GTO)

View all positions for KerberRose Wealth Management

Top funds holding Wisdomtree Tr us multifactor

HighTower Advisors
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Great Valley Advisor Group
Team Financial Group
Private Advisor
Insight Advisors, LLC/ PA
Cabot Money Management
Wells Fargo & Company
Morgan Stanley
Atria Investments
Raymond James & Associates
Smartleaf Asset Management
LPL Financial
Hanson McClain Advisors
Envestnet Asset Management

View all funds holding Wisdomtree Tr us multifactor