Cetera Advisor Networks’s WisdomTree US Multifactor Fund USMF Stock Holding History

Cetera Advisor Networks’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 Q1	$276K	Buy	5,929 +162	+3%	+$7.15K	﹤0.01%	2353
2023 Q4	$243K	Sell	5,767 -3,283	-36%	-$130K	﹤0.01%	2387
2023 Q3	$348K	Buy	9,050 +755	+9%	+$29.5K	﹤0.01%	2038
2023 Q2	$322K	Buy	8,295 +2,517	+44%	+$94.2K	﹤0.01%	2034
2023 Q1	$217K	Sell	5,778 -25	-0.4%	-$950	﹤0.01%	2270
2022 Q4	$218K	Buy	+5,803	New	+$218K	﹤0.01%	2208
2020 Q3	–	Sell	-1,100	Closed	-$33K	–	2930
2020 Q2	$33K	Buy	+1,100	New	+$30.8K	﹤0.01%	2137

Other funds holding USMF

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 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

PAG

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

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

CWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Cetera Advisor Networks's USMF Position: Q1 2024 in Review

Cetera Advisor Networks increased its WisdomTree US Multifactor Fund (USMF) stake by 2.8% in Q1 2024, buying an estimated $7.15K and bringing the position to 5,929 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

Cetera Advisor Networks first reported a position in USMF in Q2 2020 and has held it in 7 quarters since. The position peaked at $348K in Q3 2023. 49 funds tracked by Wall St. Rank hold USMF as of Q1 2024.

Cetera Advisor Networks held 5,929 shares of WisdomTree US Multifactor Fund worth $276K as of Q1 2024.
Cetera Advisor Networks bought 162 WisdomTree US Multifactor Fund shares in Q1 2024, an estimated $7.15K.
WisdomTree US Multifactor Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2353 holding.
Cetera Advisor Networks first reported a position in WisdomTree US Multifactor Fund in Q2 2020 and has held it in 7 quarters since.
Cetera Advisor Networks's WisdomTree US Multifactor Fund position peaked at $348K in Q3 2023.
49 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.