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Capital Asset Advisory Services’s WisdomTree US Multifactor Fund USMF Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-688
Closed -$24K – 1469
2020
Q4 		$24K Buy
+688
New +$22.8K ﹤0.01% 819

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FEG
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CWM
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T
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PAG
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PFGIA
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Capital Asset Advisory Services's USMF Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2021, closing a stake of 688 shares — an estimated $24K sold.

Capital Asset Advisory Services first reported a position in USMF in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 34 funds tracked by Wall St. Rank hold USMF as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining WisdomTree US Multifactor Fund position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 688 WisdomTree US Multifactor Fund shares in Q1 2021, an estimated $24K.
  • Capital Asset Advisory Services first reported a position in WisdomTree US Multifactor Fund in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's WisdomTree US Multifactor Fund position peaked at $24K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.