Harel Insurance Investments & Financial Services’s WisdomTree US Multifactor Fund USMF Stock Holding History

Harel Insurance Investments & Financial 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
2020 Q2	–	Sell	-556	Closed	-$14K	–	588
2020 Q1	$14K	Hold	556	–	–	﹤0.01%	378
2019 Q4	$18K	Buy	+556	New	+$17.3K	﹤0.01%	417

Other funds holding USMF

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

SFSG

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFGIA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Harel Insurance Investments & Financial Services's USMF Position: Q2 2020 in Review

Harel Insurance Investments & Financial Services sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2020, closing a stake of 556 shares — an estimated $14K sold.

Harel Insurance Investments & Financial Services first reported a position in USMF in Q4 2019 and held it in 2 quarters. The position peaked at $18K in Q4 2019. 31 funds tracked by Wall St. Rank hold USMF as of Q2 2020.

Harel Insurance Investments & Financial Services reported no remaining WisdomTree US Multifactor Fund position as of Q2 2020 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 556 WisdomTree US Multifactor Fund shares in Q2 2020, an estimated $14K.
Harel Insurance Investments & Financial Services first reported a position in WisdomTree US Multifactor Fund in Q4 2019 and held it in 2 quarters.
Harel Insurance Investments & Financial Services's WisdomTree US Multifactor Fund position peaked at $18K in Q4 2019.
31 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2020, filed 14 Jul 2020.