55I LLC’s WisdomTree US Multifactor Fund USMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.07M Buy
31,318
+7,291
+30% +$249K 0.03% 249
2022
Q2
$871K Buy
24,027
+12,988
+118% +$471K 0.02% 281
2022
Q1
$452K Buy
+11,039
New +$452K 0.01% 368