Launched on 06/29/2017, the WisdomTree U.S. Multifactor ETF (USMF) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Blend category of the market.
Designed to provide broad exposure to the Style Box - All Cap Blend category of the market, the WisdomTree U.S. Multifactor ETF (USMF) is a smart beta exchange traded fund launched on 06/29/2017.
Launched on 06/29/2017, the WisdomTree U.S. Multifactor ETF (USMF) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Blend category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 6,170 | $316,160.84 | $327,164.25 | $11,003.41 | 3.48% |
| RR rosemary richard WCG Wealth Advisors LLC | 26,725 | $1.07M | $1.41M | $338,817.25 | 31.57% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,505 | $189,074.85 | $239,733.57 | $50,658.72 | 26.79% |
Ana-Maria Ignat Covestor Ltd | 130 | $6,235.75 | $6,902.35 | $666.6 | 10.69% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,785 | $338,754.6 | $359,910.32 | $21,155.72 | 6.25% |
| BATS Exchange | US Country |
The company operates as an investment fund, focusing primarily on investing in a diversified portfolio of U.S. companies. These investments are selected based on a strategic index that evaluates companies across four main factors: value, quality, momentum, and correlation. This approach aims to invest in 200 U.S. companies that demonstrate the highest composite scores across these factors, ensuring that at least 80% of the fund's total assets closely align with or are identical in economic characteristics to those of the constituent securities within the index. It's important to note that the fund is considered non-diversified, meaning it may invest a larger portion of its assets in fewer issuers compared to diversified funds.
An investment strategy that commits at least 80% of the fund's total assets to securities of the index it tracks. This ensures that the investments are predominantly in companies that are part of this carefully selected index, reflecting the economic characteristics of the constituent securities. The securities represent a broad portfolio of U.S. companies that excel in value, quality, momentum, and correlation.
The fund also invests in financial instruments and products that have economic characteristics substantially identical to those of the constituent securities in the index. This approach allows for diversification within the framework of the investment strategy, ensuring that the fund's holdings mimic the economic profiles of the top-performing U.S. companies as identified by the index.