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Princeton Global Asset Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Princeton Global Asset 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
2019
Q4 		– Sell
-19,982
Closed -$602K – 510
2019
Q3 		$602K Buy
19,982
+4,735
+31% +$144K 0.34% 85
2019
Q2 		$458K Buy
15,247
+5,067
+50% +$150K 0.28% 98
2019
Q1 		$295K Buy
10,180
+2,486
+32% +$70.3K 0.2% 117
2018
Q4 		$201K Buy
+7,694
New +$219K 0.18% 117

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 $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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Princeton Global Asset Management's USMF Position: Q4 2019 in Review

Princeton Global Asset Management sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2019, closing a stake of 19,982 shares — an estimated $602K sold.

Princeton Global Asset Management first reported a position in USMF in Q4 2018 and held it in 4 quarters. The position peaked at $602K in Q3 2019. 38 funds tracked by Wall St. Rank hold USMF as of Q4 2019.

  • Princeton Global Asset Management reported no remaining WisdomTree US Multifactor Fund position as of Q4 2019 after selling out during the quarter.
  • Princeton Global Asset Management sold 19,982 WisdomTree US Multifactor Fund shares in Q4 2019, an estimated $602K.
  • Princeton Global Asset Management first reported a position in WisdomTree US Multifactor Fund in Q4 2018 and held it in 4 quarters.
  • Princeton Global Asset Management's WisdomTree US Multifactor Fund position peaked at $602K in Q3 2019.
  • 38 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2019.

Based on Princeton Global Asset Management's 13F filing for Q4 2019, filed 10 Feb 2020.