KerberRose Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

KerberRose Wealth 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
2022 Q2	$1.12M	Buy	+30,972	New	+$1.2M	0.91%	25

Other funds holding USMF

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $6.33B AUM 25.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJFSA

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

CWM

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

FEG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KerberRose Wealth Management's USMF Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in WisdomTree US Multifactor Fund (USMF) in Q2 2022: 30,972 shares worth $1.12M. The stake represents 0.91% of the portfolio and ranks #25 among its holdings.

47 funds tracked by Wall St. Rank hold USMF as of Q2 2022.

KerberRose Wealth Management held 30,972 shares of WisdomTree US Multifactor Fund worth $1.12M as of Q2 2022.
WisdomTree US Multifactor Fund was a new KerberRose Wealth Management position in Q2 2022.
WisdomTree US Multifactor Fund made up 0.91% of KerberRose Wealth Management's portfolio in Q2 2022, its #25 holding.
47 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.