Independent Advisor Alliance
USMF icon

Independent Advisor Alliance’s WisdomTree US Multifactor Fund USMF Stock Holding History

Independent Advisor Alliance’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
-13,868
Closed -$443K – 826
2019
Q4 		$443K Buy
+13,868
New +$432K 0.02% 559

Other funds holding USMF

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Stearns Financial Services Group
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Independent Advisor Alliance's USMF Position: Q1 2020 in Review

Independent Advisor Alliance sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2020, closing a stake of 13,868 shares — an estimated $443K sold.

Independent Advisor Alliance first reported a position in USMF in Q4 2019 and held it in 1 quarter. The position peaked at $443K in Q4 2019. 35 funds tracked by Wall St. Rank hold USMF as of Q1 2020.

  • Independent Advisor Alliance reported no remaining WisdomTree US Multifactor Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,868 WisdomTree US Multifactor Fund shares in Q1 2020, an estimated $443K.
  • Independent Advisor Alliance first reported a position in WisdomTree US Multifactor Fund in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's WisdomTree US Multifactor Fund position peaked at $443K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.