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Baldwin Wealth Partners’s WisdomTree US Multifactor Fund USMF Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-26,877
Closed -$1.31M – 975
2024
Q3 		$1.31M Buy
+26,877
New +$1.27M 0.09% 112

Other funds holding USMF

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Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 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

Baldwin Wealth Partners's USMF Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2024, closing a stake of 26,877 shares — an estimated $1.31M sold.

Baldwin Wealth Partners first reported a position in USMF in Q3 2024 and held it in 1 quarter. The position peaked at $1.31M in Q3 2024. 62 funds tracked by Wall St. Rank hold USMF as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WisdomTree US Multifactor Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 26,877 WisdomTree US Multifactor Fund shares in Q4 2024, an estimated $1.31M.
  • Baldwin Wealth Partners first reported a position in WisdomTree US Multifactor Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WisdomTree US Multifactor Fund position peaked at $1.31M in Q3 2024.
  • 62 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.