KLR Investment Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

KLR Investment 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
2024 Q1	$1.37M	Sell	30,812 -3,804	-11%	-$168K	0.99%	19
2023 Q4	$1.46M	Sell	34,616 -12,254	-26%	-$486K	1.05%	22
2023 Q3	$1.76M	Sell	46,870 -1,211	-3%	-$47.4K	1.6%	13
2023 Q2	$1.86M	Buy	48,081 +1,157	+2%	+$43.3K	1.54%	10
2023 Q1	$1.76M	Buy	46,924 +2,233	+5%	+$84.9K	1.55%	13
2022 Q4	$1.68M	Buy	+44,691	New	+$1.68M	1.38%	13

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 $21.3B AUM 22.13% 1-Year Est. Return

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

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 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 $8.94B AUM 20.84% 1-Year Est. Return

KLR Investment Advisors's USMF Position: Q1 2024 in Review

KLR Investment Advisors reduced its WisdomTree US Multifactor Fund (USMF) stake by 11% in Q1 2024, selling an estimated $168K and leaving 30,812 shares worth $1.37M. The position accounts for 0.99% of the portfolio, ranked #19.

KLR Investment Advisors first reported a position in USMF in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.86M in Q2 2023. 49 funds tracked by Wall St. Rank hold USMF as of Q1 2024.

KLR Investment Advisors held 30,812 shares of WisdomTree US Multifactor Fund worth $1.37M as of Q1 2024.
KLR Investment Advisors sold 3,804 WisdomTree US Multifactor Fund shares in Q1 2024, an estimated $168K.
WisdomTree US Multifactor Fund made up 0.99% of KLR Investment Advisors's portfolio in Q1 2024, its #19 holding.
KLR Investment Advisors first reported a position in WisdomTree US Multifactor Fund in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's WisdomTree US Multifactor Fund position peaked at $1.86M in Q2 2023.
49 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.