LCAM
USMF icon

London & Capital Asset Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

London & Capital 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
Q4 		– Sell
-12,246
Closed -$418K – 79
2022
Q3 		$418K Buy
+12,246
New +$458K 0.04% 72

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
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

London & Capital Asset Management's USMF Position: Q4 2022 in Review

London & Capital Asset Management sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2022, closing a stake of 12,246 shares — an estimated $418K sold.

London & Capital Asset Management first reported a position in USMF in Q3 2022 and held it in 1 quarter. The position peaked at $418K in Q3 2022. 47 funds tracked by Wall St. Rank hold USMF as of Q4 2022.

  • London & Capital Asset Management reported no remaining WisdomTree US Multifactor Fund position as of Q4 2022 after selling out during the quarter.
  • London & Capital Asset Management sold 12,246 WisdomTree US Multifactor Fund shares in Q4 2022, an estimated $418K.
  • London & Capital Asset Management first reported a position in WisdomTree US Multifactor Fund in Q3 2022 and held it in 1 quarter.
  • London & Capital Asset Management's WisdomTree US Multifactor Fund position peaked at $418K in Q3 2022.
  • 47 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2022.

Based on London & Capital Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.