SFM
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Signet Financial Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Signet Financial Management’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
Q2 		– Sell
-6,265
Closed -$292K – 276
2024
Q1 		$292K Hold
6,265
– – 0.04% 228
2023
Q4 		$263K Buy
6,265
+10
+0.2% +$397 0.04% 242
2023
Q3 		$241K Sell
6,255
-141
-2% -$5.51K 0.04% 240
2023
Q2 		$248K Sell
6,396
-136
-2% -$5.09K 0.04% 244
2023
Q1 		$245K Sell
6,532
-117
-2% -$4.45K 0.04% 244
2022
Q4 		$250K Sell
6,649
-2,587
-28% -$97K 0.04% 235
2022
Q3 		$316K Buy
9,236
+12
+0.1% +$449 0.06% 202
2022
Q2 		$334K Sell
9,224
-188
-2% -$7.3K 0.06% 202
2022
Q1 		$386K Sell
9,412
-2,512
-21% -$102K 0.06% 195
2021
Q4 		$500K Sell
11,924
-415
-3% -$16.9K 0.08% 173
2021
Q3 		$480K Buy
12,339
+10
+0.1% +$400 0.08% 170
2021
Q2 		$485K Sell
12,329
-478
-4% -$18.7K 0.17% 82
2021
Q1 		$485K Sell
12,807
-9,900
-44% -$366K 0.09% 166
2020
Q4 		$798K Sell
22,707
-1,650
-7% -$54.8K 0.16% 124
2020
Q3 		$787K Sell
24,357
-1,695
-7% -$53.1K 0.17% 122
2020
Q2 		$830K Sell
26,052
-3,139
-11% -$87.9K 0.18% 110
2020
Q1 		$800K Sell
29,191
-2,417
-8% -$72.8K 0.19% 114
2019
Q4 		$1.01M Buy
31,608
+314
+1% +$9.77K 0.19% 126
2019
Q3 		$973K Buy
31,294
+3,459
+12% +$105K 0.19% 127
2019
Q2 		$859K Sell
27,835
-3,972
-12% -$117K 0.17% 137
2019
Q1 		$942K Buy
31,807
+6,340
+25% +$179K 0.18% 130
2018
Q4 		$665K Buy
25,467
+22,088
+654% +$629K 0.14% 143
2018
Q3 		$104K Buy
3,379
+2,738
+427% +$82.9K 0.02% 310
2018
Q2 		$19K Buy
+641
New +$18.4K ﹤0.01% 538

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
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
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
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 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

Signet Financial Management's USMF Position: Q2 2024 in Review

Signet Financial Management sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2024, closing a stake of 6,265 shares — an estimated $292K sold.

Signet Financial Management first reported a position in USMF in Q2 2018 and held it in 24 quarters. The position peaked at $1.01M in Q4 2019. 52 funds tracked by Wall St. Rank hold USMF as of Q2 2024.

  • Signet Financial Management reported no remaining WisdomTree US Multifactor Fund position as of Q2 2024 after selling out during the quarter.
  • Signet Financial Management sold 6,265 WisdomTree US Multifactor Fund shares in Q2 2024, an estimated $292K.
  • Signet Financial Management first reported a position in WisdomTree US Multifactor Fund in Q2 2018 and held it in 24 quarters.
  • Signet Financial Management's WisdomTree US Multifactor Fund position peaked at $1.01M in Q4 2019.
  • 52 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2024.

Based on Signet Financial Management's 13F filing for Q2 2024, filed 2 Aug 2024.