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Synergy Asset Management’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-3,810
Closed -$108K – 279
2024
Q4 		$108K Buy
+3,810
New +$105K 0.01% 228

Other funds holding EMMF

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return

Synergy Asset Management's EMMF Position: Q1 2025 in Review

Synergy Asset Management sold out of WisdomTree Emerging Markets Multifactor Fund (EMMF) in Q1 2025, closing a stake of 3,810 shares — an estimated $108K sold.

Synergy Asset Management first reported a position in EMMF in Q4 2024 and held it in 1 quarter. The position peaked at $108K in Q4 2024. 26 funds tracked by Wall St. Rank hold EMMF as of Q1 2025.

  • Synergy Asset Management reported no remaining WisdomTree Emerging Markets Multifactor Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 3,810 WisdomTree Emerging Markets Multifactor Fund shares in Q1 2025, an estimated $108K.
  • Synergy Asset Management first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's WisdomTree Emerging Markets Multifactor Fund position peaked at $108K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.