Congress Asset Management’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

Congress Asset Management’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
2019 Q4	–	Sell	-302,511	Closed	-$6.53M	–	347
2019 Q3	$6.53M	Sell	302,511 -7,395	-2%	-$165K	0.08%	134
2019 Q2	$7.25M	Sell	309,906 -8,824	-3%	-$206K	0.09%	124
2019 Q1	$7.58M	Sell	318,730 -4,164	-1%	-$98.2K	0.1%	124
2018 Q4	$7.35M	Buy	+322,894	New	+$7.51M	0.11%	109

Other funds holding EMMF

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

Congress Asset Management's EMMF Position: Q4 2019 in Review

Congress Asset Management sold out of WisdomTree Emerging Markets Multifactor Fund (EMMF) in Q4 2019, closing a stake of 302,511 shares — an estimated $6.53M sold.

Congress Asset Management first reported a position in EMMF in Q4 2018 and held it in 4 quarters. The position peaked at $7.58M in Q1 2019. 8 funds tracked by Wall St. Rank hold EMMF as of Q4 2019.

Congress Asset Management reported no remaining WisdomTree Emerging Markets Multifactor Fund position as of Q4 2019 after selling out during the quarter.
Congress Asset Management sold 302,511 WisdomTree Emerging Markets Multifactor Fund shares in Q4 2019, an estimated $6.53M.
Congress Asset Management first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q4 2018 and held it in 4 quarters.
Congress Asset Management's WisdomTree Emerging Markets Multifactor Fund position peaked at $7.58M in Q1 2019.
8 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q4 2019.

Based on Congress Asset Management's 13F filing for Q4 2019, filed 10 Feb 2020.