RW
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RVW Wealth’s WisdomTree US Multifactor Fund USMF Stock Holding History

RVW Wealth’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
Q1 		– Sell
-7,637
Closed -$287K – 169
2022
Q4 		$287K Sell
7,637
-20,049
-72% -$752K 0.04% 125
2022
Q3 		$946K Buy
+27,686
New +$1.03M 0.13% 75
2020
Q2 		– Sell
-129,310
Closed -$3.17M – 109
2020
Q1 		$3.17M Sell
129,310
-192,978
-60% -$5.81M 0.74% 43
2019
Q4 		$10.3M Buy
322,288
+29,521
+10% +$919K 2.25% 18
2019
Q3 		$8.88M Sell
292,767
-1,868
-0.6% -$56.7K 2.11% 18
2019
Q2 		$8.86M Buy
294,635
+31,547
+12% +$932K 2.11% 21
2019
Q1 		$7.63M Buy
+263,088
New +$7.44M 1.95% 22

Other funds holding USMF

HighTower Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RVW Wealth's USMF Position: Q1 2023 in Review

RVW Wealth sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2023, closing a stake of 7,637 shares — an estimated $287K sold.

RVW Wealth first reported a position in USMF in Q1 2019 and held it in 7 quarters. The position peaked at $10.3M in Q4 2019. 46 funds tracked by Wall St. Rank hold USMF as of Q1 2023.

  • RVW Wealth reported no remaining WisdomTree US Multifactor Fund position as of Q1 2023 after selling out during the quarter.
  • RVW Wealth sold 7,637 WisdomTree US Multifactor Fund shares in Q1 2023, an estimated $287K.
  • RVW Wealth first reported a position in WisdomTree US Multifactor Fund in Q1 2019 and held it in 7 quarters.
  • RVW Wealth's WisdomTree US Multifactor Fund position peaked at $10.3M in Q4 2019.
  • 46 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2023.

Based on RVW Wealth's 13F filing for Q1 2023, filed 11 Apr 2023.