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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

Other funds holding EMMF

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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.