Stifel Financial
USMF icon

Stifel Financial’s WisdomTree US Multifactor Fund USMF Stock Holding History

Stifel Financial’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
Q3 		– Sell
-6,950
Closed -$209K – 2981
2019
Q2 		$209K Sell
6,950
-913
-12% -$27K ﹤0.01% 2692
2019
Q1 		$224K Sell
7,863
-625
-7% -$17.7K ﹤0.01% 2536
2018
Q4 		$221K Buy
+8,488
New +$242K ﹤0.01% 2411

Other funds holding USMF

SFSG
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Stifel Financial's USMF Position: Q3 2019 in Review

Stifel Financial sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2019, closing a stake of 6,950 shares — an estimated $209K sold.

Stifel Financial first reported a position in USMF in Q4 2018 and held it in 3 quarters. The position peaked at $224K in Q1 2019. 35 funds tracked by Wall St. Rank hold USMF as of Q3 2019.

  • Stifel Financial reported no remaining WisdomTree US Multifactor Fund position as of Q3 2019 after selling out during the quarter.
  • Stifel Financial sold 6,950 WisdomTree US Multifactor Fund shares in Q3 2019, an estimated $209K.
  • Stifel Financial first reported a position in WisdomTree US Multifactor Fund in Q4 2018 and held it in 3 quarters.
  • Stifel Financial's WisdomTree US Multifactor Fund position peaked at $224K in Q1 2019.
  • 35 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2019.

Based on Stifel Financial's 13F filing for Q3 2019, filed 13 Nov 2019.