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Sound Income Strategies’s WisdomTree US Multifactor Fund USMF Stock Holding History

Sound Income Strategies’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
-432
Closed -$20.1K – 1490
2024
Q1 		$20.1K Buy
+432
New +$19.1K ﹤0.01% 594

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

Sound Income Strategies's USMF Position: Q2 2024 in Review

Sound Income Strategies sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2024, closing a stake of 432 shares — an estimated $20.1K sold.

Sound Income Strategies first reported a position in USMF in Q1 2024 and held it in 1 quarter. The position peaked at $20.1K in Q1 2024. 52 funds tracked by Wall St. Rank hold USMF as of Q2 2024.

  • Sound Income Strategies reported no remaining WisdomTree US Multifactor Fund position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 432 WisdomTree US Multifactor Fund shares in Q2 2024, an estimated $20.1K.
  • Sound Income Strategies first reported a position in WisdomTree US Multifactor Fund in Q1 2024 and held it in 1 quarter.
  • Sound Income Strategies's WisdomTree US Multifactor Fund position peaked at $20.1K in Q1 2024.
  • 52 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.