Stearns Financial Services Group’s WisdomTree US Multifactor Fund USMF Stock Holding History

Stearns Financial Services Group’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	$26.7M	Buy	851,574 +362	+0%	+$11.3K	4.17%	9
2020 Q2	$25.4M	Sell	851,212 -21,841	-3%	-$612K	3.99%	9
2020 Q1	$21.4M	Sell	873,053 -148,461	-15%	-$4.47M	3.8%	10
2019 Q4	$32.6M	Buy	1,021,514 +72,720	+8%	+$2.26M	5.39%	7
2019 Q3	$28.8M	Buy	948,794 +132,780	+16%	+$4.03M	5.08%	7
2019 Q2	$24.5M	Buy	816,014 +107,371	+15%	+$3.17M	4.48%	9
2019 Q1	$20.5M	Buy	+708,643	New	+$20M	3.88%	9

Other funds holding USMF

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.77B AUM 21.49% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return