GRP
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Global Retirement Partners’s WisdomTree US Multifactor Fund USMF Stock Holding History

Global Retirement Partners’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
2020
Q1 		– Sell
-2,000
Closed -$64K – 1691
2019
Q4 		$64K Buy
+2,000
New +$62.2K 0.01% 586

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RW
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Royal Bank of Canada
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PFGIA
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TRCT
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Global Retirement Partners's USMF Position: Q1 2020 in Review

Global Retirement Partners sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2020, closing a stake of 2,000 shares — an estimated $64K sold.

Global Retirement Partners first reported a position in USMF in Q4 2019 and held it in 1 quarter. The position peaked at $64K in Q4 2019. 35 funds tracked by Wall St. Rank hold USMF as of Q1 2020.

  • Global Retirement Partners reported no remaining WisdomTree US Multifactor Fund position as of Q1 2020 after selling out during the quarter.
  • Global Retirement Partners sold 2,000 WisdomTree US Multifactor Fund shares in Q1 2020, an estimated $64K.
  • Global Retirement Partners first reported a position in WisdomTree US Multifactor Fund in Q4 2019 and held it in 1 quarter.
  • Global Retirement Partners's WisdomTree US Multifactor Fund position peaked at $64K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2020.

Based on Global Retirement Partners's 13F filing for Q1 2020, filed 28 Apr 2020.