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Financial Advocates Investment Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Financial Advocates Investment 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
Q4 		– Sell
-6,007
Closed -$275K – 816
2024
Q3 		$275K Buy
+6,007
New +$283K 0.02% 625

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AIM
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CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
IA
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Financial Advocates Investment Management's USMF Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2024, closing a stake of 6,007 shares — an estimated $275K sold.

Financial Advocates Investment Management first reported a position in USMF in Q3 2024 and held it in 1 quarter. The position peaked at $275K in Q3 2024. 62 funds tracked by Wall St. Rank hold USMF as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining WisdomTree US Multifactor Fund position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,007 WisdomTree US Multifactor Fund shares in Q4 2024, an estimated $275K.
  • Financial Advocates Investment Management first reported a position in WisdomTree US Multifactor Fund in Q3 2024 and held it in 1 quarter.
  • Financial Advocates Investment Management's WisdomTree US Multifactor Fund position peaked at $275K in Q3 2024.
  • 62 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.