SYM Financial Corp’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

SYM Financial Corp’s Portfolio EMMF Stock Details EMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-5,840	Closed	-$103K	–	66
2020 Q1	$103K	Hold	5,840	–	–	0.1%	42
2019 Q4	$132K	Sell	5,840 -4,780	-45%	-$105K	0.09%	53
2019 Q3	$229K	Hold	10,620	–	–	0.15%	27
2019 Q2	$249K	Hold	10,620	–	–	0.16%	28
2019 Q1	$252K	Sell	10,620 -9,610	-48%	-$227K	0.16%	30
2018 Q4	$460K	Buy	+20,230	New	+$471K	0.18%	19

Other funds holding EMMF

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SYM Financial Corp's EMMF Position: Q2 2020 in Review

SYM Financial Corp sold out of WisdomTree Emerging Markets Multifactor Fund (EMMF) in Q2 2020, closing a stake of 5,840 shares — an estimated $103K sold.

SYM Financial Corp first reported a position in EMMF in Q4 2018 and held it in 6 quarters. The position peaked at $460K in Q4 2018. 8 funds tracked by Wall St. Rank hold EMMF as of Q2 2020.

SYM Financial Corp reported no remaining WisdomTree Emerging Markets Multifactor Fund position as of Q2 2020 after selling out during the quarter.
SYM Financial Corp sold 5,840 WisdomTree Emerging Markets Multifactor Fund shares in Q2 2020, an estimated $103K.
SYM Financial Corp first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q4 2018 and held it in 6 quarters.
SYM Financial Corp's WisdomTree Emerging Markets Multifactor Fund position peaked at $460K in Q4 2018.
8 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q2 2020.

Based on SYM Financial Corp's 13F filing for Q2 2020, filed 27 Jul 2020.