A detailed history of Private Wealth Strategies, L.L.C. transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 1,170,320 shares of USMF stock, worth $53.1 Million. This represents 11.41% of its overall portfolio holdings.

Number of Shares
1,170,320
Previous 1,169,396 0.08%
Holding current value
$53.1 Million
Previous $49.2 Million 10.79%
% of portfolio
11.41%
Previous 11.08%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$41.7 - $46.55 $38,530 - $43,012
924 Added 0.08%
1,170,320 $54.5 Million
Q4 2023

Feb 12, 2024

BUY
$36.99 - $42.2 $650,247 - $741,833
17,579 Added 1.53%
1,169,396 $49.2 Million
Q3 2023

Oct 10, 2023

BUY
$38.17 - $39.78 $910,278 - $948,673
23,848 Added 2.11%
1,151,817 $44.3 Million
Q2 2023

Aug 07, 2023

BUY
$36.45 - $38.77 $1.07 Million - $1.13 Million
29,233 Added 2.66%
1,127,969 $43.7 Million
Q1 2023

May 08, 2023

BUY
$35.65 - $39.59 $64,918 - $72,093
1,821 Added 0.17%
1,098,736 $41.3 Million
Q4 2022

Feb 13, 2023

BUY
$37.13 - $39.7 $1.05 Million - $1.12 Million
28,244 Added 2.64%
1,096,915 $41.2 Million
Q3 2022

Oct 18, 2022

BUY
N/A
15,013 Added 1.42%
1,068,671 $36.5 Million
Q2 2022

Jul 26, 2022

SELL
N/A
-41,982 Reduced 3.83%
1,053,658 $38.2 Million
Q1 2022

Apr 29, 2022

SELL
N/A
-19,702 Reduced 1.77%
1,095,640 $44.9 Million
Q4 2021

Jan 24, 2022

BUY
N/A
44,920 Added 4.2%
1,115,342 $46.8 Million
Q3 2021

Nov 02, 2021

BUY
N/A
54,136 Added 5.33%
1,070,422 $41.7 Million
Q2 2021

Aug 02, 2021

BUY
N/A
35,997 Added 3.67%
1,016,286 $40 Million
Q1 2021

Apr 13, 2021

SELL
N/A
-360,501 Reduced 26.89%
980,289 $37.1 Million
Q4 2020

Jan 15, 2021

BUY
N/A
94,837 Added 7.61%
1,340,790 $47.1 Million
Q3 2020

Oct 13, 2020

BUY
N/A
116,106 Added 10.28%
1,245,953 $39 Million
Q2 2020

Jul 14, 2020

SELL
N/A
-52,848 Reduced 4.47%
1,129,847 $33.7 Million
Q1 2020

May 04, 2020

BUY
N/A
490 Added 0.04%
1,182,695 $29 Million
Q4 2019

Feb 14, 2020

BUY
N/A
1,182,205 New
1,182,205 $37.8 Million

Others Institutions Holding USMF

About WISDOMTREE TR US MULTIFACTOR F


  • Ticker USMF
  • Sector ETFs
  • Industry ETFs
More about USMF
Track This Portfolio

Track Private Wealth Strategies, L.L.C. Portfolio

Follow Private Wealth Strategies, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Strategies, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Strategies, L.L.C. with notifications on news.