Cabot Wealth Management Inc Wisdomtree Tr Us Multifactor F Transaction History

Cabot Wealth Management Inc

$763 Million
Q1 2024

A detailed history of Cabot Wealth Management Inc transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Cabot Wealth Management Inc holds 90,485 shares of USMF stock, worth $4.08 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

90,485

Previous 85,016 6.43%

Holding current value

$4.08 Million

Previous $3.57 Million 17.85%

% of portfolio

0.55%

Previous 0.5%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$41.7 - $46.55 $228,057 - $254,581	5,469 Added 6.43%	90,485 $4.21 Million
Q4 2023 Feb 12, 2024	BUY	$36.99 - $42.2 $57,001 - $65,030	1,541 Added 1.85%	85,016 $3.57 Million
Q3 2023 Oct 26, 2023	BUY	$38.17 - $39.78 $3,053 - $3,182	80 Added 0.1%	83,475 $3.21 Million
Q2 2023 Jul 13, 2023	BUY	$36.45 - $38.77 $51,394 - $54,665	1,410 Added 1.72%	83,395 $3.23 Million
Q1 2023 Apr 20, 2023	BUY	$35.65 - $39.59 $295,966 - $328,676	8,302 Added 11.27%	81,985 $3.08 Million

Q4 2022 Jan 31, 2023	BUY	$37.13 - $39.7 $78,270 - $83,687	2,108 Added 2.95%	73,683 $2.77 Million
Q3 2022 Oct 19, 2022	BUY	N/A	3,207 Added 4.69%	71,575 $2.45 Million
Q2 2022 Aug 01, 2022	BUY	N/A	2,742 Added 4.18%	68,368 $2.48 Million
Q1 2022 Apr 14, 2022	BUY	N/A	2,789 Added 4.44%	65,626 $2.69 Million
Q4 2021 Jan 26, 2022	BUY	N/A	2,392 Added 3.96%	62,837 $2.64 Million
Q3 2021 Oct 21, 2021	BUY	N/A	4,042 Added 7.17%	60,445 $2.35 Million
Q2 2021 Jul 26, 2021	BUY	N/A	4,612 Added 8.91%	56,403 $2.22 Million
Q1 2021 Apr 20, 2021	BUY	N/A	4,360 Added 9.19%	51,791 $1.96 Million
Q4 2020 Feb 02, 2021	BUY	N/A	11,651 Added 32.56%	47,431 $1.67 Million
Q3 2020 Nov 05, 2020	BUY	N/A	7,897 Added 28.32%	35,780 $1.12 Million
Q2 2020 Aug 10, 2020	BUY	N/A	16,553 Added 146.1%	27,883 $831,000
Q1 2020 Apr 23, 2020	BUY	N/A	3,935 Added 53.21%	11,330 $278,000
Q4 2019 Feb 12, 2020	BUY	N/A	7,395 New	7,395 $236,000

Others Institutions Holding USMF

# of Institutions

Shares Held

4.71M

Call Options Held

23.9K

Put Options Held

View Full List

About WISDOMTREE TR US MULTIFACTOR F

Ticker USMF
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Cabot Wealth Management Inc Wisdomtree Tr Us Multifactor F Transaction History