TCWM
USMF icon

Total Clarity Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Total Clarity Wealth 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
2022
Q3 		– Sell
-37
Closed -$1K – 937
2022
Q2 		$1K Buy
+37
New +$1.44K ﹤0.01% 996

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Total Clarity Wealth Management's USMF Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2022, closing a stake of 37 shares — an estimated $1K sold.

Total Clarity Wealth Management first reported a position in USMF in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 49 funds tracked by Wall St. Rank hold USMF as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining WisdomTree US Multifactor Fund position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 37 WisdomTree US Multifactor Fund shares in Q3 2022, an estimated $1K.
  • Total Clarity Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's WisdomTree US Multifactor Fund position peaked at $1K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.