WWM
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Western Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Western 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
2024
Q4 		– Sell
-82,351
Closed -$4.02M – 759
2024
Q3 		$4.02M Buy
+82,351
New +$3.88M 0.23% 89

Other funds holding USMF

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Western Wealth Management's USMF Position: Q4 2024 in Review

Western Wealth Management sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2024, closing a stake of 82,351 shares — an estimated $4.02M sold.

Western Wealth Management first reported a position in USMF in Q3 2024 and held it in 1 quarter. The position peaked at $4.02M in Q3 2024. 62 funds tracked by Wall St. Rank hold USMF as of Q4 2024.

  • Western Wealth Management reported no remaining WisdomTree US Multifactor Fund position as of Q4 2024 after selling out during the quarter.
  • Western Wealth Management sold 82,351 WisdomTree US Multifactor Fund shares in Q4 2024, an estimated $4.02M.
  • Western Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q3 2024 and held it in 1 quarter.
  • Western Wealth Management's WisdomTree US Multifactor Fund position peaked at $4.02M in Q3 2024.
  • 62 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.