Wechter Feldman Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Wechter Feldman Wealth Management’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	-41,330	Closed	-$1.32M	–	28
2019 Q4	$1.32M	Sell	41,330 -8,365	-17%	-$260K	0.88%	16
2019 Q3	$1.51M	Buy	49,695 +7,022	+16%	+$213K	0.95%	16
2019 Q2	$1.28M	Buy	42,673 +1,663	+4%	+$49.1K	0.85%	17
2019 Q1	$1.19M	Buy	+41,010	New	+$1.16M	0.78%	17

Other funds holding USMF

PWS

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

SFSG

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wechter Feldman Wealth Management's USMF Position: Q1 2020 in Review

Wechter Feldman Wealth Management sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2020, closing a stake of 41,330 shares — an estimated $1.32M sold.

Wechter Feldman Wealth Management first reported a position in USMF in Q1 2019 and held it in 4 quarters. The position peaked at $1.51M in Q3 2019. 35 funds tracked by Wall St. Rank hold USMF as of Q1 2020.

Wechter Feldman Wealth Management reported no remaining WisdomTree US Multifactor Fund position as of Q1 2020 after selling out during the quarter.
Wechter Feldman Wealth Management sold 41,330 WisdomTree US Multifactor Fund shares in Q1 2020, an estimated $1.32M.
Wechter Feldman Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q1 2019 and held it in 4 quarters.
Wechter Feldman Wealth Management's WisdomTree US Multifactor Fund position peaked at $1.51M in Q3 2019.
35 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2020.

Based on Wechter Feldman Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.