Norris Financial Group
EMMF icon

Norris Financial Group’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

Norris Financial Group’s Portfolio EMMF Stock Details EMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,453
Closed -$301K – 80
2024
Q1 		$301K Buy
11,453
+244
+2% +$6.18K 0.17% 59
2023
Q4 		$277K Buy
+11,209
New +$262K 0.17% 57

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UBS Group
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Osaic Holdings
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IFP Advisors
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Princeton Global Asset Management
Princeton Global Asset Management Princeton, New Jersey $692M AUM 20.31% 1-Year Est. Return
Glass Jacobson Investment Advisors
Glass Jacobson Investment Advisors Owings Mills, Maryland $326M AUM 13.52% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Norris Financial Group's EMMF Position: Q2 2024 in Review

Norris Financial Group sold out of WisdomTree Emerging Markets Multifactor Fund (EMMF) in Q2 2024, closing a stake of 11,453 shares — an estimated $301K sold.

Norris Financial Group first reported a position in EMMF in Q4 2023 and held it in 2 quarters. The position peaked at $301K in Q1 2024. 12 funds tracked by Wall St. Rank hold EMMF as of Q2 2024.

  • Norris Financial Group reported no remaining WisdomTree Emerging Markets Multifactor Fund position as of Q2 2024 after selling out during the quarter.
  • Norris Financial Group sold 11,453 WisdomTree Emerging Markets Multifactor Fund shares in Q2 2024, an estimated $301K.
  • Norris Financial Group first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q4 2023 and held it in 2 quarters.
  • Norris Financial Group's WisdomTree Emerging Markets Multifactor Fund position peaked at $301K in Q1 2024.
  • 12 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q2 2024.

Based on Norris Financial Group's 13F filing for Q2 2024, filed 20 May 2026.