WP
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WealthShield Partners’s WisdomTree US Multifactor Fund USMF Stock Holding History

WealthShield Partners’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
Q2 		– Sell
-119
Closed -$3K – 279
2019
Q1 		$3K Hold
119
– – ﹤0.01% 253
2018
Q4 		$3K Buy
+119
New +$3.39K ﹤0.01% 227

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthShield Partners's USMF Position: Q2 2019 in Review

WealthShield Partners sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2019, closing a stake of 119 shares — an estimated $3K sold.

WealthShield Partners first reported a position in USMF in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 34 funds tracked by Wall St. Rank hold USMF as of Q2 2019.

  • WealthShield Partners reported no remaining WisdomTree US Multifactor Fund position as of Q2 2019 after selling out during the quarter.
  • WealthShield Partners sold 119 WisdomTree US Multifactor Fund shares in Q2 2019, an estimated $3K.
  • WealthShield Partners first reported a position in WisdomTree US Multifactor Fund in Q4 2018 and held it in 2 quarters.
  • WealthShield Partners's WisdomTree US Multifactor Fund position peaked at $3K in Q1 2019.
  • 34 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2019.

Based on WealthShield Partners's 13F filing for Q2 2019, filed 12 Aug 2019.