Ladenburg Thalmann Financial Services’s WisdomTree US Multifactor Fund USMF Stock Holding History

Ladenburg Thalmann 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
2019 Q4	$174K	Sell	11,252 -74,963	-87%	-$2.33M	﹤0.01%	2614
2019 Q3	$2.62M	Buy	86,215 +14,898	+21%	+$452K	0.02%	715
2019 Q2	$2.14M	Buy	71,317 +2,550	+4%	+$75.3K	0.02%	775
2019 Q1	$1.99M	Buy	68,767 +66,028	+2,411%	+$1.87M	0.02%	771
2018 Q4	$71K	Buy	2,739 +1,039	+61%	+$29.6K	﹤0.01%	3006
2018 Q3	$52K	Buy	+1,700	New	+$51.5K	﹤0.01%	3288

Other funds holding USMF

PWS

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

SFSG

Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return

FEG

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

PFGIA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WFWM

Wechter Feldman Wealth Management Parsippany, New Jersey $143M AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Ladenburg Thalmann Financial Services's USMF Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its WisdomTree US Multifactor Fund (USMF) stake by 87% in Q4 2019, selling an estimated $2.33M and leaving 11,252 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

Ladenburg Thalmann Financial Services first reported a position in USMF in Q3 2018 and has held it in 6 quarters since. The position peaked at $2.62M in Q3 2019. 38 funds tracked by Wall St. Rank hold USMF as of Q4 2019.

Ladenburg Thalmann Financial Services held 11,252 shares of WisdomTree US Multifactor Fund worth $174K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 74,963 WisdomTree US Multifactor Fund shares in Q4 2019, an estimated $2.33M.
WisdomTree US Multifactor Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2614 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree US Multifactor Fund in Q3 2018 and has held it in 6 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree US Multifactor Fund position peaked at $2.62M in Q3 2019.
38 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.