WJ Wealth Management, LLC USMF Holdings History
WJ Wealth Management, LLC's WisdomTree U.S. Multifactor Fund Holding Summary
As of 2025-03-31, WJ Wealth Management, LLC held 180,073.00 shares of WisdomTree U.S. Multifactor Fund(USMF), totaling $8.94 Mil. This investment constitutes 3.16% of their stock portfolio, and WJ Wealth Management, LLC now holds 2.4% of the outstanding WisdomTree U.S. Multifactor Fund(USMF) stock.
The initial trade took place in 2025Q1. And since then WJ Wealth Management, LLC has made 1 purchases of USMF, at an average price of $50.53, for a total of 180,073.00 shares. Based on historical transaction data and USMF's current price of $51.66, WJ Wealth Management, LLC's estimated gain on his USMF holdings is $203,482.49, reflecting a 2.24% gain to date.
WJ Wealth Management, LLC USMF ($51.66) Holding Chart
WJ Wealth Management, LLC USMF ($51.66) 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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