Barber Financial Group
USMF icon

Barber Financial Group’s WisdomTree US Multifactor Fund USMF Stock Holding History

Barber Financial Group’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
Q1 		– Sell
-528,888
Closed -$13.8M – 150
2018
Q4 		$13.8M Buy
+528,888
New +$15.1M 2.97% 8

Other funds holding USMF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stearns Financial Services Group
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
BB&T Securities
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WFWM
Wechter Feldman Wealth Management Parsippany, New Jersey $143M AUM 25.17% 1-Year Est. Return

Barber Financial Group's USMF Position: Q1 2019 in Review

Barber Financial Group sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2019, closing a stake of 528,888 shares — an estimated $13.8M sold.

Barber Financial Group first reported a position in USMF in Q4 2018 and held it in 1 quarter. The position peaked at $13.8M in Q4 2018. 34 funds tracked by Wall St. Rank hold USMF as of Q1 2019.

  • Barber Financial Group reported no remaining WisdomTree US Multifactor Fund position as of Q1 2019 after selling out during the quarter.
  • Barber Financial Group sold 528,888 WisdomTree US Multifactor Fund shares in Q1 2019, an estimated $13.8M.
  • Barber Financial Group first reported a position in WisdomTree US Multifactor Fund in Q4 2018 and held it in 1 quarter.
  • Barber Financial Group's WisdomTree US Multifactor Fund position peaked at $13.8M in Q4 2018.
  • 34 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2019.

Based on Barber Financial Group's 13F filing for Q1 2019, filed 26 Apr 2019.