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

Walkner Condon 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
Q1 		– Sell
-7,552
Closed -$241K – 68
2019
Q4 		$241K Buy
+7,552
New +$235K 0.23% 60

Other funds holding USMF

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SFSG
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FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Walkner Condon Financial Advisors's USMF Position: Q1 2020 in Review

Walkner Condon Financial Advisors sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2020, closing a stake of 7,552 shares — an estimated $241K sold.

Walkner Condon Financial Advisors first reported a position in USMF in Q4 2019 and held it in 1 quarter. The position peaked at $241K in Q4 2019. 35 funds tracked by Wall St. Rank hold USMF as of Q1 2020.

  • Walkner Condon Financial Advisors reported no remaining WisdomTree US Multifactor Fund position as of Q1 2020 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 7,552 WisdomTree US Multifactor Fund shares in Q1 2020, an estimated $241K.
  • Walkner Condon Financial Advisors first reported a position in WisdomTree US Multifactor Fund in Q4 2019 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's WisdomTree US Multifactor Fund position peaked at $241K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2020.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2020, filed 26 Aug 2020.