IWS
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Insight Wealth Strategies’s WisdomTree US Multifactor Fund USMF Stock Holding History

Insight Wealth Strategies’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
Q4 		– Sell
-7,074
Closed -$221K – 229
2020
Q3 		$221K Buy
7,074
+16
+0.2% +$501 0.04% 186
2020
Q2 		$211K Buy
+7,058
New +$198K 0.05% 161

Other funds holding USMF

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Insight Wealth Strategies's USMF Position: Q4 2020 in Review

Insight Wealth Strategies sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2020, closing a stake of 7,074 shares — an estimated $221K sold.

Insight Wealth Strategies first reported a position in USMF in Q2 2020 and held it in 2 quarters. The position peaked at $221K in Q3 2020. 29 funds tracked by Wall St. Rank hold USMF as of Q4 2020.

  • Insight Wealth Strategies reported no remaining WisdomTree US Multifactor Fund position as of Q4 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 7,074 WisdomTree US Multifactor Fund shares in Q4 2020, an estimated $221K.
  • Insight Wealth Strategies first reported a position in WisdomTree US Multifactor Fund in Q2 2020 and held it in 2 quarters.
  • Insight Wealth Strategies's WisdomTree US Multifactor Fund position peaked at $221K in Q3 2020.
  • 29 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2020.

Based on Insight Wealth Strategies's 13F filing for Q4 2020, filed 5 Feb 2021.