Carroll Financial Associates’s WisdomTree US Multifactor Fund USMF Stock Holding History

Carroll Financial Associates’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
2021 Q4	$62K	Hold	1,500	–	–	﹤0.01%	662
2021 Q3	$58K	Hold	1,500	–	–	﹤0.01%	711
2021 Q2	$58K	Hold	1,500	–	–	﹤0.01%	767
2021 Q1	$56K	Hold	1,500	–	–	﹤0.01%	742
2020 Q4	$52K	Hold	1,500	–	–	﹤0.01%	695
2020 Q3	$46K	Hold	1,500	–	–	﹤0.01%	676
2020 Q2	$44K	Hold	1,500	–	–	﹤0.01%	689
2020 Q1	$36K	Hold	1,500	–	–	﹤0.01%	652
2019 Q4	$47K	Hold	1,500	–	–	﹤0.01%	666
2019 Q3	$45K	Sell	1,500 -2,000	-57%	-$60.7K	﹤0.01%	647
2019 Q2	$105K	Hold	3,500	–	–	0.01%	491
2019 Q1	$101K	Hold	3,500	–	–	0.01%	449
2018 Q4	$93K	Hold	3,500	–	–	0.01%	384
2018 Q3	$107K	Buy	+3,500	New	+$106K	0.01%	372

Other funds holding USMF

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

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

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

PAG

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carroll Financial Associates's USMF Position: Q4 2021 in Review

Carroll Financial Associates held its WisdomTree US Multifactor Fund (USMF) position steady in Q4 2021 at 1,500 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Carroll Financial Associates first reported a position in USMF in Q3 2018 and has held it in 14 quarters since. The position peaked at $107K in Q3 2018. 38 funds tracked by Wall St. Rank hold USMF as of Q4 2021.

Carroll Financial Associates held 1,500 shares of WisdomTree US Multifactor Fund worth $62K as of Q4 2021.
Carroll Financial Associates left its WisdomTree US Multifactor Fund share count unchanged in Q4 2021.
WisdomTree US Multifactor Fund made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #662 holding.
Carroll Financial Associates first reported a position in WisdomTree US Multifactor Fund in Q3 2018 and has held it in 14 quarters since.
Carroll Financial Associates's WisdomTree US Multifactor Fund position peaked at $107K in Q3 2018.
38 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.