Raymond James & Associates’s WisdomTree US Multifactor Fund USMF Stock Holding History

Raymond James & Associates’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 Q3	$1.58M	Sell	32,365 -33,803	-51%	-$1.59M	﹤0.01%	2379
2024 Q2	$3.01M	Sell	66,168 -9,174	-12%	-$416K	﹤0.01%	1921
2024 Q1	$3.51M	Buy	75,342 +15,461	+26%	+$682K	﹤0.01%	1812
2023 Q4	$2.52M	Buy	59,881 +1,411	+2%	+$56K	﹤0.01%	1962
2023 Q3	$2.25M	Buy	58,470 +7,307	+14%	+$286K	﹤0.01%	1956
2023 Q2	$1.98M	Buy	+51,163	New	+$1.91M	﹤0.01%	2062

Other funds holding USMF

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Raymond James & Associates's USMF Position: Q3 2024 in Review

Raymond James & Associates reduced its WisdomTree US Multifactor Fund (USMF) stake by 51% in Q3 2024, selling an estimated $1.59M and leaving 32,365 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

Raymond James & Associates first reported a position in USMF in Q2 2023 and has held it in 6 quarters since. The position peaked at $3.51M in Q1 2024. 58 funds tracked by Wall St. Rank hold USMF as of Q3 2024.

Raymond James & Associates held 32,365 shares of WisdomTree US Multifactor Fund worth $1.58M as of Q3 2024.
Raymond James & Associates sold 33,803 WisdomTree US Multifactor Fund shares in Q3 2024, an estimated $1.59M.
WisdomTree US Multifactor Fund made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2379 holding.
Raymond James & Associates first reported a position in WisdomTree US Multifactor Fund in Q2 2023 and has held it in 6 quarters since.
Raymond James & Associates's WisdomTree US Multifactor Fund position peaked at $3.51M in Q1 2024.
58 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.