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USMF icon

Simplicity Solutions’s WisdomTree US Multifactor Fund USMF Stock Holding History

Simplicity Solutions’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
Q3 		– Sell
-16,032
Closed -$478K – 953
2020
Q2 		$478K Sell
16,032
-3,249
-17% -$91K 0.01% 643
2020
Q1 		$473K Buy
19,281
+254
+1% +$7.64K 0.01% 502
2019
Q4 		$608K Buy
19,027
+3,481
+22% +$108K 0.02% 494
2019
Q3 		$472K Buy
15,546
+3,237
+26% +$98.2K 0.02% 429
2019
Q2 		$370K Buy
+12,309
New +$364K 0.02% 438

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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Simplicity Solutions's USMF Position: Q3 2020 in Review

Simplicity Solutions sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2020, closing a stake of 16,032 shares — an estimated $478K sold.

Simplicity Solutions first reported a position in USMF in Q2 2019 and held it in 5 quarters. The position peaked at $608K in Q4 2019. 27 funds tracked by Wall St. Rank hold USMF as of Q3 2020.

  • Simplicity Solutions reported no remaining WisdomTree US Multifactor Fund position as of Q3 2020 after selling out during the quarter.
  • Simplicity Solutions sold 16,032 WisdomTree US Multifactor Fund shares in Q3 2020, an estimated $478K.
  • Simplicity Solutions first reported a position in WisdomTree US Multifactor Fund in Q2 2019 and held it in 5 quarters.
  • Simplicity Solutions's WisdomTree US Multifactor Fund position peaked at $608K in Q4 2019.
  • 27 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2020.

Based on Simplicity Solutions's 13F filing for Q3 2020, filed 4 Nov 2020.