BFG
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Berger Financial Group’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

Berger Financial Group’s Portfolio EMMF Stock Details EMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-168,079
Closed -$4.06M – 203
2020
Q4 		$4.06M Buy
+168,079
New +$3.84M 0.71% 50

Other funds holding EMMF

BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAM
Grandview Asset Management Harrisburg, Pennsylvania $403M AUM 38.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berger Financial Group's EMMF Position: Q1 2021 in Review

Berger Financial Group sold out of WisdomTree Emerging Markets Multifactor Fund (EMMF) in Q1 2021, closing a stake of 168,079 shares — an estimated $4.06M sold.

Berger Financial Group first reported a position in EMMF in Q4 2020 and held it in 1 quarter. The position peaked at $4.06M in Q4 2020. 7 funds tracked by Wall St. Rank hold EMMF as of Q1 2021.

  • Berger Financial Group reported no remaining WisdomTree Emerging Markets Multifactor Fund position as of Q1 2021 after selling out during the quarter.
  • Berger Financial Group sold 168,079 WisdomTree Emerging Markets Multifactor Fund shares in Q1 2021, an estimated $4.06M.
  • Berger Financial Group first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q4 2020 and held it in 1 quarter.
  • Berger Financial Group's WisdomTree Emerging Markets Multifactor Fund position peaked at $4.06M in Q4 2020.
  • 7 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q1 2021.

Based on Berger Financial Group's 13F filing for Q1 2021, filed 12 May 2021.