Leicht Financial Planning & Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Leicht Financial Planning & Wealth Management’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	-8,263	Closed	-$201K	–	56
2020 Q1	$201K	Sell	8,263 -10,363	-56%	-$312K	0.19%	53
2019 Q4	$595K	Buy	+18,626	New	+$580K	0.54%	41

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

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 $869M AUM 16.19% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's USMF Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2020, closing a stake of 8,263 shares — an estimated $201K sold.

Leicht Financial Planning & Wealth Management first reported a position in USMF in Q4 2019 and held it in 2 quarters. The position peaked at $595K in Q4 2019. 31 funds tracked by Wall St. Rank hold USMF as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining WisdomTree US Multifactor Fund position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 8,263 WisdomTree US Multifactor Fund shares in Q2 2020, an estimated $201K.
Leicht Financial Planning & Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q4 2019 and held it in 2 quarters.
Leicht Financial Planning & Wealth Management's WisdomTree US Multifactor Fund position peaked at $595K in Q4 2019.
31 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.