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Position history for Allworth Financial LPAllworth Financial LP's holdings in WISDOMTREE TR

Allworth Financial LP holds 37,215 shares of USMF (WISDOMTREE TR), worth $2M as of 2026-Q2. The position was decreased (-1.5% shares). USMF represents 0.0% of Allworth Financial LP's portfolio.

Current Value

$2M

Current Shares

37,215

Total Value Change

-$248,528

Total Shares Change

-9,175

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
37,215
-1.5%
$2M0.0%$54.24
0
2026-Q1
Decreased
37,774
-5.8%
$1.9M0.0%$51.45
0
2025-Q4
Decreased
40,086
-3.8%
$2.1M0.0%$51.70
0
2025-Q3
Decreased
41,660
-4.8%
$2.2M0.0%$52.15
0
2025-Q2
Decreased
43,755
-2.2%
$2.2M0.0%$50.51
0
2025-Q1
Increased
44,731
+0.8%
$2.2M0.0%$48.84
26
2024-Q4
Decreased
44,356
-4.4%
$2.3M0.0%$49.06
0
2024-Q3
Decreased
46,390
-2.1%
$2.3M0.0%$47.92
0

Other major holders of USMF: Lido Advisors, LLC, HighTower Advisors, LLC

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