Newbridge Financial Services Group’s WisdomTree US Multifactor Fund USMF Stock Holding History

Newbridge Financial Services Group’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 Q2	–	Sell	-306	Closed	-$11.5K	–	1440
2023 Q1	$11.5K	Hold	306	–	–	0.01%	884
2022 Q4	$11.5K	Buy	306 +8	+3%	+$300	0.01%	882
2022 Q3	$10K	Buy	298 +4	+1%	+$150	0.01%	893
2022 Q2	$11K	Hold	294	–	–	0.01%	844
2022 Q1	$12K	Hold	294	–	–	0.01%	896
2021 Q4	$12K	Hold	294	–	–	0.01%	887
2021 Q3	$11K	Buy	294 +138	+88%	+$5.52K	0.01%	858
2021 Q2	$6K	Buy	+156	New	+$6.1K	﹤0.01%	1097

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Newbridge Financial Services Group's USMF Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2023, closing a stake of 306 shares — an estimated $11.5K sold.

Newbridge Financial Services Group first reported a position in USMF in Q2 2021 and held it in 8 quarters. The position peaked at $12K in Q1 2022. 45 funds tracked by Wall St. Rank hold USMF as of Q2 2023.

Newbridge Financial Services Group reported no remaining WisdomTree US Multifactor Fund position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 306 WisdomTree US Multifactor Fund shares in Q2 2023, an estimated $11.5K.
Newbridge Financial Services Group first reported a position in WisdomTree US Multifactor Fund in Q2 2021 and held it in 8 quarters.
Newbridge Financial Services Group's WisdomTree US Multifactor Fund position peaked at $12K in Q1 2022.
45 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.