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Money Concepts Capital’s WisdomTree US Multifactor Fund USMF Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-300
Closed -$11.3K – 2771
2022
Q4 		$11.3K Buy
+300
New +$11.2K ﹤0.01% 1955
2022
Q2 		– Sell
-300
Closed -$12K – 2567
2022
Q1 		$12K Buy
+300
New +$12.1K ﹤0.01% 1862

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Money Concepts Capital's USMF Position: Q1 2023 in Review

Money Concepts Capital sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2023, closing a stake of 300 shares — an estimated $11.3K sold.

Money Concepts Capital first reported a position in USMF in Q1 2022 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 46 funds tracked by Wall St. Rank hold USMF as of Q1 2023.

  • Money Concepts Capital reported no remaining WisdomTree US Multifactor Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 300 WisdomTree US Multifactor Fund shares in Q1 2023, an estimated $11.3K.
  • Money Concepts Capital first reported a position in WisdomTree US Multifactor Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's WisdomTree US Multifactor Fund position peaked at $12K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.