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Parallel Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

Parallel Advisors’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 		– Sell
-489
Closed -$15K – 2499
2019
Q3 		$15K Buy
489
+2
+0.4% +$61 ﹤0.01% 1508
2019
Q2 		$15K Sell
487
-54,882
-99% -$1.62M ﹤0.01% 1418
2019
Q1 		$1.6M Buy
+55,369
New +$1.56M 0.18% 101

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
RW
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WFWM
Wechter Feldman Wealth Management Parsippany, New Jersey $143M AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Parallel Advisors's USMF Position: Q4 2019 in Review

Parallel Advisors sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2019, closing a stake of 489 shares — an estimated $15K sold.

Parallel Advisors first reported a position in USMF in Q1 2019 and held it in 3 quarters. The position peaked at $1.6M in Q1 2019. 38 funds tracked by Wall St. Rank hold USMF as of Q4 2019.

  • Parallel Advisors reported no remaining WisdomTree US Multifactor Fund position as of Q4 2019 after selling out during the quarter.
  • Parallel Advisors sold 489 WisdomTree US Multifactor Fund shares in Q4 2019, an estimated $15K.
  • Parallel Advisors first reported a position in WisdomTree US Multifactor Fund in Q1 2019 and held it in 3 quarters.
  • Parallel Advisors's WisdomTree US Multifactor Fund position peaked at $1.6M in Q1 2019.
  • 38 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2019.

Based on Parallel Advisors's 13F filing for Q4 2019, filed 30 Jan 2020.