GWANC
USMF icon

Guardian Wealth Advisors (North Carolina)’s WisdomTree US Multifactor Fund USMF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-209
Closed -$10.2K – 537
2024
Q3 		$10.2K Buy
+209
New +$9.84K ﹤0.01% 381

Other funds holding USMF

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s USMF Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2024, closing a stake of 209 shares — an estimated $10.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in USMF in Q3 2024 and held it in 1 quarter. The position peaked at $10.2K in Q3 2024. 62 funds tracked by Wall St. Rank hold USMF as of Q4 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining WisdomTree US Multifactor Fund position as of Q4 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 209 WisdomTree US Multifactor Fund shares in Q4 2024, an estimated $10.2K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in WisdomTree US Multifactor Fund in Q3 2024 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s WisdomTree US Multifactor Fund position peaked at $10.2K in Q3 2024.
  • 62 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.