Team Financial Group, LLC USMF Holdings History
Team Financial Group, LLC's WisdomTree U.S. Multifactor Fund Holding Summary
As of 2025-03-31, Team Financial Group, LLC held 375,774.00 shares of WisdomTree U.S. Multifactor Fund(USMF), totaling $18.65 Mil. This investment constitutes 10.76% of their stock portfolio, and Team Financial Group, LLC now holds 5.01% of the outstanding WisdomTree U.S. Multifactor Fund(USMF) stock.
The initial trade took place in 2023Q3. And since then Team Financial Group, LLC has made 5 purchases of USMF, at an average price of $40.10, for a total of 379,142.00 shares. In addition, there have been 1 sales at an average price of $50.53 for 3,368.00 shares. Based on historical transaction data and USMF's current price of $50.79, Team Financial Group, LLC's estimated gain on his USMF holdings is $4.05 Mil, reflecting a 26.65% gain to date.
Team Financial Group, LLC USMF ($50.79) Holding Chart
Team Financial Group, 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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