MLA
USMF icon

My Legacy Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

My Legacy 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
Q2 		– Sell
-8,660
Closed -$403K – 218
2024
Q1 		$403K Sell
8,660
-3,159
-27% -$139K 0.14% 171
2023
Q4 		$502K Sell
11,819
-21,457
-64% -$851K 0.18% 149
2023
Q3 		$1.27M Buy
33,276
+2,452
+8% +$95.9K 0.52% 50
2023
Q2 		$1.21M Buy
30,824
+2,679
+10% +$100K 0.48% 58
2023
Q1 		$1.06M Buy
28,145
+1,593
+6% +$60.6K 0.45% 74
2022
Q4 		$1.04M Sell
26,552
-1,727
-6% -$64.7K 0.45% 77
2022
Q3 		$989K Buy
28,279
+5,280
+23% +$197K 0.5% 60
2022
Q2 		$842K Buy
22,999
+13,725
+148% +$533K 0.42% 78
2022
Q1 		$380K Buy
+9,274
New +$375K 0.18% 148

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
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

My Legacy Advisors's USMF Position: Q2 2024 in Review

My Legacy Advisors sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2024, closing a stake of 8,660 shares — an estimated $403K sold.

My Legacy Advisors first reported a position in USMF in Q1 2022 and held it in 9 quarters. The position peaked at $1.27M in Q3 2023. 52 funds tracked by Wall St. Rank hold USMF as of Q2 2024.

  • My Legacy Advisors reported no remaining WisdomTree US Multifactor Fund position as of Q2 2024 after selling out during the quarter.
  • My Legacy Advisors sold 8,660 WisdomTree US Multifactor Fund shares in Q2 2024, an estimated $403K.
  • My Legacy Advisors first reported a position in WisdomTree US Multifactor Fund in Q1 2022 and held it in 9 quarters.
  • My Legacy Advisors's WisdomTree US Multifactor Fund position peaked at $1.27M in Q3 2023.
  • 52 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2024.

Based on My Legacy Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.