Accel Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-1,063	Closed	-$39.9K	–	830
2023 Q1	$39.9K	Buy	1,063 +1	+0.1%	+$38	0.02%	532
2022 Q4	$39.9K	Buy	1,062 +5	+0.5%	+$187	0.02%	394
2022 Q3	$38K	Buy	1,057 +6	+0.6%	+$224	0.02%	426
2022 Q2	$38K	Buy	1,051 +4	+0.4%	+$155	0.02%	404
2022 Q1	$43K	Buy	1,047 +3	+0.3%	+$121	0.02%	401
2021 Q4	$44K	Buy	+1,044	New	+$42.4K	0.02%	403
2021 Q3	–	Sell	-1,035	Closed	-$41K	–	892
2021 Q2	$41K	Buy	1,035 +4	+0.4%	+$156	0.03%	378
2021 Q1	$39K	Buy	1,031 +3	+0.3%	+$111	0.03%	366
2020 Q4	$36K	Buy	+1,028	New	+$34.1K	0.03%	367

Other funds holding USMF

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accel Wealth Management's USMF Position: Q2 2023 in Review

Accel Wealth Management sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2023, closing a stake of 1,063 shares — an estimated $39.9K sold.

Accel Wealth Management first reported a position in USMF in Q4 2020 and held it in 9 quarters. The position peaked at $44K in Q4 2021. 45 funds tracked by Wall St. Rank hold USMF as of Q2 2023.

Accel Wealth Management reported no remaining WisdomTree US Multifactor Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,063 WisdomTree US Multifactor Fund shares in Q2 2023, an estimated $39.9K.
Accel Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q4 2020 and held it in 9 quarters.
Accel Wealth Management's WisdomTree US Multifactor Fund position peaked at $44K in Q4 2021.
45 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.