Koshinski Asset Management
USMF icon

Koshinski Asset Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Koshinski Asset 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 		– Sell
-254
Closed -$10.4K – 1901
2022
Q1 		$10.4K Buy
254
+1
+0.4% +$40 ﹤0.01% 1604
2021
Q4 		$10.6K Hold
253
– – ﹤0.01% 1617
2021
Q3 		$9.83K Buy
+253
New +$10.1K ﹤0.01% 1663

Other funds holding USMF

HighTower Advisors
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IA
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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Koshinski Asset Management's USMF Position: Q2 2022 in Review

Koshinski Asset Management sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2022, closing a stake of 254 shares — an estimated $10.4K sold.

Koshinski Asset Management first reported a position in USMF in Q3 2021 and held it in 3 quarters. The position peaked at $10.6K in Q4 2021. 47 funds tracked by Wall St. Rank hold USMF as of Q2 2022.

  • Koshinski Asset Management reported no remaining WisdomTree US Multifactor Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 254 WisdomTree US Multifactor Fund shares in Q2 2022, an estimated $10.4K.
  • Koshinski Asset Management first reported a position in WisdomTree US Multifactor Fund in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's WisdomTree US Multifactor Fund position peaked at $10.6K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.