ADL
USMF icon

Asset Dedication LLC’s WisdomTree US Multifactor Fund USMF Stock Holding History

Asset Dedication LLC’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
2020
Q2 		– Sell
-6,010
Closed -$147K – 704
2020
Q1 		$147K Buy
+6,010
New +$181K 0.04% 219

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Asset Dedication LLC's USMF Position: Q2 2020 in Review

Asset Dedication LLC sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2020, closing a stake of 6,010 shares — an estimated $147K sold.

Asset Dedication LLC first reported a position in USMF in Q1 2020 and held it in 1 quarter. The position peaked at $147K in Q1 2020. 31 funds tracked by Wall St. Rank hold USMF as of Q2 2020.

  • Asset Dedication LLC reported no remaining WisdomTree US Multifactor Fund position as of Q2 2020 after selling out during the quarter.
  • Asset Dedication LLC sold 6,010 WisdomTree US Multifactor Fund shares in Q2 2020, an estimated $147K.
  • Asset Dedication LLC first reported a position in WisdomTree US Multifactor Fund in Q1 2020 and held it in 1 quarter.
  • Asset Dedication LLC's WisdomTree US Multifactor Fund position peaked at $147K in Q1 2020.
  • 31 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2020.

Based on Asset Dedication LLC's 13F filing for Q2 2020, filed 24 Aug 2020.