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V Wealth Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

V Wealth Advisors’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 		– Sell
-24,907
Closed -$966K – 353
2023
Q2 		$966K Buy
24,907
+966
+4% +$36.2K 0.16% 127
2023
Q1 		$899K Buy
+23,941
New +$910K 0.17% 135

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

V Wealth Advisors's USMF Position: Q3 2023 in Review

V Wealth Advisors sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2023, closing a stake of 24,907 shares — an estimated $966K sold.

V Wealth Advisors first reported a position in USMF in Q1 2023 and held it in 2 quarters. The position peaked at $966K in Q2 2023. 47 funds tracked by Wall St. Rank hold USMF as of Q3 2023.

  • V Wealth Advisors reported no remaining WisdomTree US Multifactor Fund position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 24,907 WisdomTree US Multifactor Fund shares in Q3 2023, an estimated $966K.
  • V Wealth Advisors first reported a position in WisdomTree US Multifactor Fund in Q1 2023 and held it in 2 quarters.
  • V Wealth Advisors's WisdomTree US Multifactor Fund position peaked at $966K in Q2 2023.
  • 47 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.