Back to IW Integrated Wealth Concepts LLC
USMF2 quarters
Position history for IWIntegrated Wealth Concepts LLC's holdings in WISDOMTREE TR
Integrated Wealth Concepts LLC holds 26,377 shares of USMF (WISDOMTREE TR), worth $1.4M as of 2026-Q2. The position was decreased (-25.8% shares). USMF represents 0.0% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$1.4M
Current Shares
26,377
Total Value Change
-$324,884
Total Shares Change
-9,177
Quarter-by-Quarter History
Other major holders of USMF: Lido Advisors, LLC, HighTower Advisors, LLC