Zimmermann Investment Management & Planning’s WisdomTree US Multifactor Fund USMF Stock Holding History

Zimmermann Investment Management & Planning’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
2023 Q2	–	Sell	-13,993	Closed	-$525K	–	121
2023 Q1	$525K	Sell	13,993 -15,297	-52%	-$582K	0.27%	67
2022 Q4	$1.1M	Buy	29,290 +11,224	+62%	+$421K	0.64%	33
2022 Q3	$617K	Buy	+18,066	New	+$675K	0.38%	47

Other funds holding USMF

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PWS

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Zimmermann Investment Management & Planning's USMF Position: Q2 2023 in Review

Zimmermann Investment Management & Planning sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2023, closing a stake of 13,993 shares — an estimated $525K sold.

Zimmermann Investment Management & Planning first reported a position in USMF in Q3 2022 and held it in 3 quarters. The position peaked at $1.1M in Q4 2022. 45 funds tracked by Wall St. Rank hold USMF as of Q2 2023.

Zimmermann Investment Management & Planning reported no remaining WisdomTree US Multifactor Fund position as of Q2 2023 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 13,993 WisdomTree US Multifactor Fund shares in Q2 2023, an estimated $525K.
Zimmermann Investment Management & Planning first reported a position in WisdomTree US Multifactor Fund in Q3 2022 and held it in 3 quarters.
Zimmermann Investment Management & Planning's WisdomTree US Multifactor Fund position peaked at $1.1M in Q4 2022.
45 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2023, filed 13 Jul 2023.