TRUADVICE’s WisdomTree US Multifactor Fund USMF Stock Holding History

TRUADVICE’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 Q3	$963K	Buy	24,667 +13,708	+125%	+$536K	0.38%	74
2023 Q2	$430K	Sell	10,959 -1,041	-9%	-$39K	0.16%	148
2023 Q1	$450K	Buy	12,000 +439	+4%	+$16.7K	0.18%	130
2022 Q4	$447K	Sell	11,561 -544	-4%	-$20.4K	0.24%	87
2022 Q3	$461K	Sell	12,105 -654	-5%	-$24.4K	0.26%	76
2022 Q2	$486K	Sell	12,759 -262	-2%	-$10.2K	0.26%	80
2022 Q1	$507K	Sell	13,021 -708	-5%	-$28.6K	0.28%	68
2021 Q4	$561K	Buy	13,729 +336	+3%	+$13.7K	0.53%	46
2021 Q3	$554K	Sell	13,393 -25,457	-66%	-$1.02M	0.51%	53
2021 Q2	$1.54M	Buy	38,850 +3,545	+10%	+$139K	0.34%	75
2021 Q1	$1.38M	Sell	35,305 -1,365	-4%	-$50.4K	0.41%	59
2020 Q4	$1.32M	Buy	36,670 +1,412	+4%	+$46.9K	0.4%	61
2020 Q3	$1.14M	Buy	+35,258	New	+$1.1M	0.46%	55

Other funds holding USMF

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRUADVICE's USMF Position: Q3 2023 in Review

TRUADVICE increased its WisdomTree US Multifactor Fund (USMF) stake by 125% in Q3 2023, buying an estimated $536K and bringing the position to 24,667 shares worth $963K. The position accounts for 0.38% of the portfolio, ranked #74.

TRUADVICE first reported a position in USMF in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.54M in Q2 2021. 47 funds tracked by Wall St. Rank hold USMF as of Q3 2023.

TRUADVICE held 24,667 shares of WisdomTree US Multifactor Fund worth $963K as of Q3 2023.
TRUADVICE bought 13,708 WisdomTree US Multifactor Fund shares in Q3 2023, an estimated $536K.
WisdomTree US Multifactor Fund made up 0.38% of TRUADVICE's portfolio in Q3 2023, its #74 holding.
TRUADVICE first reported a position in WisdomTree US Multifactor Fund in Q3 2020 and has held it in 13 quarters since.
TRUADVICE's WisdomTree US Multifactor Fund position peaked at $1.54M in Q2 2021.
47 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.