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

Cabot 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
2024 Q3	–	Sell	-111,485	Closed	-$5.07M	–	140
2024 Q2	$5.07M	Buy	111,485 +21,000	+23%	+$952K	0.66%	48
2024 Q1	$4.21M	Buy	90,485 +5,469	+6%	+$241K	0.55%	53
2023 Q4	$3.58M	Buy	85,016 +1,541	+2%	+$61.1K	0.5%	53
2023 Q3	$3.21M	Buy	83,475 +80	+0.1%	+$3.13K	0.49%	54
2023 Q2	$3.23M	Buy	83,395 +1,410	+2%	+$52.8K	0.48%	55
2023 Q1	$3.08M	Buy	81,985 +8,302	+11%	+$316K	0.49%	53
2022 Q4	$2.77M	Buy	73,683 +2,108	+3%	+$79K	0.47%	56
2022 Q3	$2.44M	Buy	71,575 +3,207	+5%	+$120K	0.41%	60
2022 Q2	$2.48M	Buy	68,368 +2,742	+4%	+$106K	0.39%	63
2022 Q1	$2.69M	Buy	65,626 +2,789	+4%	+$113K	0.36%	68
2021 Q4	$2.64M	Buy	62,837 +2,392	+4%	+$97.2K	0.33%	72
2021 Q3	$2.35M	Buy	60,445 +4,042	+7%	+$162K	0.32%	73
2021 Q2	$2.22M	Buy	56,403 +4,612	+9%	+$180K	0.3%	77
2021 Q1	$1.96M	Buy	51,791 +4,360	+9%	+$161K	0.28%	76
2020 Q4	$1.67M	Buy	47,431 +11,651	+33%	+$387K	0.26%	76
2020 Q3	$1.12M	Buy	35,780 +7,897	+28%	+$247K	0.2%	77
2020 Q2	$831K	Buy	27,883 +16,553	+146%	+$464K	0.17%	78
2020 Q1	$278K	Buy	11,330 +3,935	+53%	+$118K	0.07%	102
2019 Q4	$236K	Buy	+7,395	New	+$230K	0.05%	119

Other funds holding USMF

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cabot Wealth Management's USMF Position: Q3 2024 in Review

Cabot Wealth Management sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2024, closing a stake of 111,485 shares — an estimated $5.07M sold.

Cabot Wealth Management first reported a position in USMF in Q4 2019 and held it in 19 quarters. The position peaked at $5.07M in Q2 2024. 58 funds tracked by Wall St. Rank hold USMF as of Q3 2024.

Cabot Wealth Management reported no remaining WisdomTree US Multifactor Fund position as of Q3 2024 after selling out during the quarter.
Cabot Wealth Management sold 111,485 WisdomTree US Multifactor Fund shares in Q3 2024, an estimated $5.07M.
Cabot Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q4 2019 and held it in 19 quarters.
Cabot Wealth Management's WisdomTree US Multifactor Fund position peaked at $5.07M in Q2 2024.
58 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2024.

Based on Cabot Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.