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Raymond James Financial Services Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

Raymond James Financial Services 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
Q3 		$14.9M Buy
305,667
+74,650
+32% +$3.51M 0.02% 677
2024
Q2 		$10.5M Buy
231,017
+204,543
+773% +$9.27M 0.01% 805
2024
Q1 		$1.23M Sell
26,474
-1,075
-4% -$47.4K ﹤0.01% 1937
2023
Q4 		$1.16M Buy
27,549
+2
+0% +$79 ﹤0.01% 1901
2023
Q3 		$1.06M Sell
27,547
-2
-0% -$78 ﹤0.01% 1860
2023
Q2 		$1.07M Sell
27,549
-1,770
-6% -$66.2K ﹤0.01% 1895
2023
Q1 		$1.1M Buy
29,319
+20
+0.1% +$760 ﹤0.01% 1846
2022
Q4 		$1.1M Sell
29,299
-80,576
-73% -$3.02M ﹤0.01% 1777
2022
Q3 		$3.75M Sell
109,875
-957
-0.9% -$35.8K 0.01% 1073
2022
Q2 		$4.02M Sell
110,832
-1,164
-1% -$45.2K 0.01% 1027
2022
Q1 		$4.59M Sell
111,996
-3,565
-3% -$144K 0.01% 1047
2021
Q4 		$4.85M Buy
115,561
+10,739
+10% +$437K 0.01% 1022
2021
Q3 		$4.08M Sell
104,822
-455
-0.4% -$18.2K 0.01% 1079
2021
Q2 		$4.14M Buy
105,277
+1,046
+1% +$40.9K 0.01% 1066
2021
Q1 		$3.95M Sell
104,231
-3,332
-3% -$123K 0.01% 1008
2020
Q4 		$3.78M Buy
107,563
+6,638
+7% +$220K 0.01% 962
2020
Q3 		$3.16M Buy
100,925
+47,037
+87% +$1.47M 0.01% 962
2020
Q2 		$1.61M Buy
53,888
+39,397
+272% +$1.1M 0.01% 1209
2020
Q1 		$355K Sell
14,491
-8,284
-36% -$249K ﹤0.01% 1748
2019
Q4 		$727K Sell
22,775
-4,494
-16% -$140K ﹤0.01% 1734
2019
Q3 		$827K Sell
27,269
-1,323
-5% -$40.1K ﹤0.01% 1586
2019
Q2 		$860K Buy
28,592
+785
+3% +$23.2K ﹤0.01% 1581
2019
Q1 		$806K Buy
27,807
+7,606
+38% +$215K ﹤0.01% 1585
2018
Q4 		$528K Buy
+20,201
New +$575K ﹤0.01% 1636

Other funds holding USMF

HighTower Advisors
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
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
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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors's USMF Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its WisdomTree US Multifactor Fund (USMF) stake by 32% in Q3 2024, buying an estimated $3.51M and bringing the position to 305,667 shares worth $14.9M. The position accounts for 0.02% of the portfolio, ranked #677.

Raymond James Financial Services Advisors first reported a position in USMF in Q4 2018 and has held it in 24 quarters since. 58 funds tracked by Wall St. Rank hold USMF as of Q3 2024.

  • Raymond James Financial Services Advisors held 305,667 shares of WisdomTree US Multifactor Fund worth $14.9M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 74,650 WisdomTree US Multifactor Fund shares in Q3 2024, an estimated $3.51M.
  • WisdomTree US Multifactor Fund made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #677 holding.
  • Raymond James Financial Services Advisors first reported a position in WisdomTree US Multifactor Fund in Q4 2018 and has held it in 24 quarters since.
  • 58 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.