Institute for Wealth Management’s WisdomTree Europe Multifactor Fund EUMF Stock Holding History

Institute for Wealth Management’s Portfolio EUMF Stock Details EUMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-21,438	Closed	-$638K	–	358
2018 Q3	$638K	Sell	21,438 -1,240	-5%	-$37.3K	0.22%	139
2018 Q2	$674K	Sell	22,678 -770	-3%	-$24.3K	0.21%	142
2018 Q1	$753K	Sell	23,448 -26,108	-53%	-$836K	0.22%	157
2017 Q4	$1.61M	Buy	+49,556	New	+$1.57M	0.37%	83

Other funds holding EUMF

Jane Street New York $777B AUM 61.18% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institute for Wealth Management's EUMF Position: Q4 2018 in Review

Institute for Wealth Management sold out of WisdomTree Europe Multifactor Fund (EUMF) in Q4 2018, closing a stake of 21,438 shares — an estimated $638K sold.

Institute for Wealth Management first reported a position in EUMF in Q4 2017 and held it in 4 quarters. The position peaked at $1.61M in Q4 2017. 7 funds tracked by Wall St. Rank hold EUMF as of Q4 2018.

Institute for Wealth Management reported no remaining WisdomTree Europe Multifactor Fund position as of Q4 2018 after selling out during the quarter.
Institute for Wealth Management sold 21,438 WisdomTree Europe Multifactor Fund shares in Q4 2018, an estimated $638K.
Institute for Wealth Management first reported a position in WisdomTree Europe Multifactor Fund in Q4 2017 and held it in 4 quarters.
Institute for Wealth Management's WisdomTree Europe Multifactor Fund position peaked at $1.61M in Q4 2017.
7 funds tracked by Wall St. Rank held WisdomTree Europe Multifactor Fund as of Q4 2018.

Based on Institute for Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.