CWM
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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
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
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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.