Number of Shares
870.00
Current Holdings Value*
$42,930.00
% of Portfolio
0%
Total Estimate Gain
$748,431.12
% of Total Estimate Gain
24.59%

Smartleaf Asset Management LLC's WisdomTree U.S. Multifactor Fund Holding Summary

As of 2025-03-31, Smartleaf Asset Management LLC held 870.00 shares of WisdomTree U.S. Multifactor Fund(USMF), totaling $42,930.00. This investment constitutes 0% of their stock portfolio, and Smartleaf Asset Management LLC now holds 0.01% of the outstanding WisdomTree U.S. Multifactor Fund(USMF) stock.

The initial trade took place in 2023Q4. And since then Smartleaf Asset Management LLC has made 3 purchases of USMF, at an average price of $40.56, for a total of 75,050.00 shares. In addition, there have been 2 sales at an average price of $50.53 for 74,180.00 shares. Based on historical transaction data and USMF's current price of $50.79, Smartleaf Asset Management LLC's estimated gain on his USMF holdings is $748,431.12, reflecting a 24.59% gain to date.

Smartleaf Asset Management LLC USMF ($50.79) Holding Chart

Smartleaf Asset Management LLC USMF ($50.79) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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