TWA
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Tillar-Wenstrup Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

Tillar-Wenstrup Advisors’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
-9,105
Closed -$274K – 48
2019
Q2 		$274K Buy
9,105
+238
+3% +$7.03K 0.15% 42
2019
Q1 		$257K Sell
8,867
-398
-4% -$11.2K 0.15% 41
2018
Q4 		$242K Buy
+9,265
New +$264K 0.16% 48

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

Tillar-Wenstrup Advisors's USMF Position: Q3 2019 in Review

Tillar-Wenstrup Advisors sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2019, closing a stake of 9,105 shares — an estimated $274K sold.

Tillar-Wenstrup Advisors first reported a position in USMF in Q4 2018 and held it in 3 quarters. The position peaked at $274K in Q2 2019. 35 funds tracked by Wall St. Rank hold USMF as of Q3 2019.

  • Tillar-Wenstrup Advisors reported no remaining WisdomTree US Multifactor Fund position as of Q3 2019 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 9,105 WisdomTree US Multifactor Fund shares in Q3 2019, an estimated $274K.
  • Tillar-Wenstrup Advisors first reported a position in WisdomTree US Multifactor Fund in Q4 2018 and held it in 3 quarters.
  • Tillar-Wenstrup Advisors's WisdomTree US Multifactor Fund position peaked at $274K in Q2 2019.
  • 35 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2019.

Based on Tillar-Wenstrup Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.