Baldwin Wealth Partners
USMF icon

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

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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. 63 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.
  • 63 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.