Glen Eagle Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

Glen Eagle Advisors’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
2022 Q4	–	Sell	-760	Closed	-$26K	–	1177
2022 Q3	$26K	Sell	760 -109	-13%	-$4.07K	0.01%	448
2022 Q2	$31.5K	Hold	869	–	–	0.01%	432
2022 Q1	$35.6K	Hold	869	–	–	0.01%	422
2021 Q4	$36.5K	Hold	869	–	–	0.01%	421
2021 Q3	$33.8K	Hold	869	–	–	0.01%	448
2021 Q2	$34.2K	Hold	869	–	–	0.01%	447
2021 Q1	$32.9K	Hold	869	–	–	0.01%	419
2020 Q4	$30.5K	Hold	869	–	–	0.01%	415
2020 Q3	$27.2K	Sell	869 -59	-6%	-$1.85K	0.01%	406
2020 Q2	$27.7K	Buy	928 +59	+7%	+$1.65K	0.01%	377
2020 Q1	$21.3K	Sell	869 -22	-2%	-$662	0.01%	393
2019 Q4	$28.5K	Buy	891 +131	+17%	+$4.08K	0.02%	407
2019 Q3	$23.1K	Buy	+760	New	+$23.1K	0.02%	395

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Glen Eagle Advisors's USMF Position: Q4 2022 in Review

Glen Eagle Advisors sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2022, closing a stake of 760 shares — an estimated $26K sold.

Glen Eagle Advisors first reported a position in USMF in Q3 2019 and held it in 13 quarters. The position peaked at $36.5K in Q4 2021. 47 funds tracked by Wall St. Rank hold USMF as of Q4 2022.

Glen Eagle Advisors reported no remaining WisdomTree US Multifactor Fund position as of Q4 2022 after selling out during the quarter.
Glen Eagle Advisors sold 760 WisdomTree US Multifactor Fund shares in Q4 2022, an estimated $26K.
Glen Eagle Advisors first reported a position in WisdomTree US Multifactor Fund in Q3 2019 and held it in 13 quarters.
Glen Eagle Advisors's WisdomTree US Multifactor Fund position peaked at $36.5K in Q4 2021.
47 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2022.

Based on Glen Eagle Advisors's 13F filing for Q4 2022, filed 13 Aug 2024.