5L
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55I LLC’s WisdomTree US Multifactor Fund USMF Stock Holding History

55I LLC’s Portfolio USMF Stock Details USMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.07M Buy
31,318
+7,291
+30% +$273K 0.03% 249
2022
Q2 		$871K Buy
24,027
+12,988
+118% +$504K 0.02% 281
2022
Q1 		$452K Buy
+11,039
New +$446K 0.01% 368

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

55I LLC's USMF Position: Q3 2022 in Review

55I LLC increased its WisdomTree US Multifactor Fund (USMF) stake by 30% in Q3 2022, buying an estimated $273K and bringing the position to 31,318 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #249.

55I LLC first reported a position in USMF in Q1 2022 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold USMF as of Q3 2022.

  • 55I LLC held 31,318 shares of WisdomTree US Multifactor Fund worth $1.07M as of Q3 2022.
  • 55I LLC bought 7,291 WisdomTree US Multifactor Fund shares in Q3 2022, an estimated $273K.
  • WisdomTree US Multifactor Fund made up 0.03% of 55I LLC's portfolio in Q3 2022, its #249 holding.
  • 55I LLC first reported a position in WisdomTree US Multifactor Fund in Q1 2022 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.