Beacon Financial Advisory LLC Wisdomtree Tr Us Multifactor F Transaction History

Beacon Financial Advisory LLC

  • $344 Million
  • Q2 2025

A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 18,203 shares of USMF stock, worth $930,173. This represents 0.27% of its overall portfolio holdings.

Number of Shares
18,203
Previous 21,183 14.07%
Holding current value
$930,173
Previous $1.05 Million 11.23%
% of portfolio
0.27%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$44.42 - $51.46 $132,371 - $153,350
-2,980 Reduced 14.07%
18,203 $933,000
Q1 2025

Apr 24, 2025
BUY
$48.29 - $51.95 $422,344 - $454,354
8,746 Added 70.32%
21,183 $1.05 Million
Q4 2024

Jan 27, 2025
BUY
$48.43 - $52.86 $141,560 - $154,509
2,923 Added 30.72%
12,437 $617,000
Q3 2024

Oct 30, 2024
BUY
$44.69 - $48.87 $78,520 - $85,864
1,757 Added 22.65%
9,514 $464,000
Q2 2024

Jul 26, 2024
BUY
$43.93 - $46.44 $340,765 - $360,235
7,757 New
7,757 $352,000

Others Institutions Holding USMF

# of Institutions
74
Shares Held
7.8M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR US MULTIFACTOR F

USMF Quotes by TradingView
  • Ticker USMF
  • Sector ETFs
  • Industry ETFs
More about USMF
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