Valeo Financial Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

Valeo Financial 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
2020 Q2	–	Sell	-674	Closed	-$18K	–	2162
2020 Q1	$18K	Hold	674	–	–	﹤0.01%	927
2019 Q4	$22K	Hold	674	–	–	﹤0.01%	905
2019 Q3	$20K	Hold	674	–	–	﹤0.01%	853
2019 Q2	$20K	Hold	674	–	–	﹤0.01%	852
2019 Q1	$20K	Buy	674 +29	+4%	+$820	﹤0.01%	796
2018 Q4	$17K	Buy	+645	New	+$18.4K	﹤0.01%	762

Other funds holding USMF

PWS

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

Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Valeo Financial Advisors's USMF Position: Q2 2020 in Review

Valeo Financial Advisors sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2020, closing a stake of 674 shares — an estimated $18K sold.

Valeo Financial Advisors first reported a position in USMF in Q4 2018 and held it in 6 quarters. The position peaked at $22K in Q4 2019. 31 funds tracked by Wall St. Rank hold USMF as of Q2 2020.

Valeo Financial Advisors reported no remaining WisdomTree US Multifactor Fund position as of Q2 2020 after selling out during the quarter.
Valeo Financial Advisors sold 674 WisdomTree US Multifactor Fund shares in Q2 2020, an estimated $18K.
Valeo Financial Advisors first reported a position in WisdomTree US Multifactor Fund in Q4 2018 and held it in 6 quarters.
Valeo Financial Advisors's WisdomTree US Multifactor Fund position peaked at $22K in Q4 2019.
31 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.