Perigon Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Perigon 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
2018 Q2	–	Sell	-2,485	Closed	-$70K	–	567
2018 Q1	$70K	Buy	+2,485	New	+$70.3K	0.03%	275

Other funds holding USMF

FEG

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Perigon Wealth Management's USMF Position: Q2 2018 in Review

Perigon Wealth Management sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2018, closing a stake of 2,485 shares — an estimated $70K sold.

Perigon Wealth Management first reported a position in USMF in Q1 2018 and held it in 1 quarter. The position peaked at $70K in Q1 2018. 6 funds tracked by Wall St. Rank hold USMF as of Q2 2018.

Perigon Wealth Management reported no remaining WisdomTree US Multifactor Fund position as of Q2 2018 after selling out during the quarter.
Perigon Wealth Management sold 2,485 WisdomTree US Multifactor Fund shares in Q2 2018, an estimated $70K.
Perigon Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q1 2018 and held it in 1 quarter.
Perigon Wealth Management's WisdomTree US Multifactor Fund position peaked at $70K in Q1 2018.
6 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.