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Tower Research Capital (TRC)’s WisdomTree US Multifactor Fund USMF Stock Holding History

Tower Research Capital (TRC)’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
Q4 		– Sell
-11,345
Closed -$388K – 6401
2022
Q3 		$388K Buy
11,345
+3,433
+43% +$128K 0.01% 1338
2022
Q2 		$287K Sell
7,912
-1,995
-20% -$77.5K 0.01% 1519
2022
Q1 		$406K Buy
9,907
+3,388
+52% +$137K ﹤0.01% 1274
2021
Q4 		$274K Sell
6,519
-2,397
-27% -$97.5K ﹤0.01% 1539
2021
Q3 		$347K Buy
8,916
+4,309
+94% +$172K 0.01% 1265
2021
Q2 		$181K Sell
4,607
-3,435
-43% -$134K ﹤0.01% 2003
2021
Q1 		$304K Buy
8,042
+2,321
+41% +$85.7K 0.01% 1660
2020
Q4 		$201K Sell
5,721
-8,856
-61% -$294K 0.01% 1704
2020
Q3 		$456K Buy
14,577
+5,869
+67% +$184K 0.01% 1781
2020
Q2 		$260K Sell
8,708
-34,159
-80% -$957K 0.01% 1574
2020
Q1 		$1.05M Buy
+42,867
New +$1.29M 0.06% 218

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Tower Research Capital (TRC)'s USMF Position: Q4 2022 in Review

Tower Research Capital (TRC) sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2022, closing a stake of 11,345 shares — an estimated $388K sold.

Tower Research Capital (TRC) first reported a position in USMF in Q1 2020 and held it in 11 quarters. The position peaked at $1.05M in Q1 2020. 47 funds tracked by Wall St. Rank hold USMF as of Q4 2022.

  • Tower Research Capital (TRC) reported no remaining WisdomTree US Multifactor Fund position as of Q4 2022 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 11,345 WisdomTree US Multifactor Fund shares in Q4 2022, an estimated $388K.
  • Tower Research Capital (TRC) first reported a position in WisdomTree US Multifactor Fund in Q1 2020 and held it in 11 quarters.
  • Tower Research Capital (TRC)'s WisdomTree US Multifactor Fund position peaked at $1.05M in Q1 2020.
  • 47 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2022.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2022, filed 10 Feb 2023.