AWM
USMF icon

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

Alterna 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
2022
Q2 		– Sell
-4,962
Closed -$203K – 131
2022
Q1 		$203K Buy
+4,962
New +$201K 0.17% 112

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
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Alterna Wealth Management's USMF Position: Q2 2022 in Review

Alterna Wealth Management sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2022, closing a stake of 4,962 shares — an estimated $203K sold.

Alterna Wealth Management first reported a position in USMF in Q1 2022 and held it in 1 quarter. The position peaked at $203K in Q1 2022. 47 funds tracked by Wall St. Rank hold USMF as of Q2 2022.

  • Alterna Wealth Management reported no remaining WisdomTree US Multifactor Fund position as of Q2 2022 after selling out during the quarter.
  • Alterna Wealth Management sold 4,962 WisdomTree US Multifactor Fund shares in Q2 2022, an estimated $203K.
  • Alterna Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q1 2022 and held it in 1 quarter.
  • Alterna Wealth Management's WisdomTree US Multifactor Fund position peaked at $203K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2022.

Based on Alterna Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.