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ACG Wealth’s WisdomTree US Multifactor Fund USMF Stock Holding History

ACG Wealth’s Portfolio USMF Stock Details USMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-37,647
Closed -$1.14M – 347
2019
Q3 		$1.14M Sell
37,647
-548
-1% -$16.6K 0.17% 126
2019
Q2 		$1.15M Sell
38,195
-1,701
-4% -$50.2K 0.15% 137
2019
Q1 		$1.16M Sell
39,896
-3,988
-9% -$113K 0.15% 130
2018
Q4 		$1.15M Sell
43,884
-3,622
-8% -$103K 0.18% 119
2018
Q3 		$1.46M Buy
+47,506
New +$1.44M 0.19% 105

Other funds holding USMF

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
SFSG
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WFWM
Wechter Feldman Wealth Management Parsippany, New Jersey $143M AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

ACG Wealth's USMF Position: Q4 2019 in Review

ACG Wealth sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2019, closing a stake of 37,647 shares — an estimated $1.14M sold.

ACG Wealth first reported a position in USMF in Q3 2018 and held it in 5 quarters. The position peaked at $1.46M in Q3 2018. 38 funds tracked by Wall St. Rank hold USMF as of Q4 2019.

  • ACG Wealth reported no remaining WisdomTree US Multifactor Fund position as of Q4 2019 after selling out during the quarter.
  • ACG Wealth sold 37,647 WisdomTree US Multifactor Fund shares in Q4 2019, an estimated $1.14M.
  • ACG Wealth first reported a position in WisdomTree US Multifactor Fund in Q3 2018 and held it in 5 quarters.
  • ACG Wealth's WisdomTree US Multifactor Fund position peaked at $1.46M in Q3 2018.
  • 38 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2019.

Based on ACG Wealth's 13F filing for Q4 2019, filed 13 Feb 2020.