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Camarda Financial Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

Camarda Financial Advisors’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
Q2 		– Sell
-295
Closed -$9K – 583
2019
Q1 		$9K Buy
+295
New +$8.34K 0.02% 193

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FEG
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BFG
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BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WFWM
Wechter Feldman Wealth Management Parsippany, New Jersey $143M AUM 25.17% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Camarda Financial Advisors's USMF Position: Q2 2019 in Review

Camarda Financial Advisors sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2019, closing a stake of 295 shares — an estimated $9K sold.

Camarda Financial Advisors first reported a position in USMF in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 34 funds tracked by Wall St. Rank hold USMF as of Q2 2019.

  • Camarda Financial Advisors reported no remaining WisdomTree US Multifactor Fund position as of Q2 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 295 WisdomTree US Multifactor Fund shares in Q2 2019, an estimated $9K.
  • Camarda Financial Advisors first reported a position in WisdomTree US Multifactor Fund in Q1 2019 and held it in 1 quarter.
  • Camarda Financial Advisors's WisdomTree US Multifactor Fund position peaked at $9K in Q1 2019.
  • 34 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2019.

Based on Camarda Financial Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.