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

Avior 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
Q4 		– Sell
-4,819
Closed -$185K – 1664
2023
Q3 		$185K Buy
4,819
+197
+4% +$7.71K 0.01% 540
2023
Q2 		$179K Buy
4,622
+466
+11% +$17.4K 0.01% 548
2023
Q1 		$156K Buy
+4,156
New +$158K 0.01% 565

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
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

Avior Wealth Management's USMF Position: Q4 2023 in Review

Avior Wealth Management sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2023, closing a stake of 4,819 shares — an estimated $185K sold.

Avior Wealth Management first reported a position in USMF in Q1 2023 and held it in 3 quarters. The position peaked at $185K in Q3 2023. 49 funds tracked by Wall St. Rank hold USMF as of Q4 2023.

  • Avior Wealth Management reported no remaining WisdomTree US Multifactor Fund position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 4,819 WisdomTree US Multifactor Fund shares in Q4 2023, an estimated $185K.
  • Avior Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q1 2023 and held it in 3 quarters.
  • Avior Wealth Management's WisdomTree US Multifactor Fund position peaked at $185K in Q3 2023.
  • 49 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.