Accel Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,063
| Closed | -$39.9K | – | 831 |
|
|
2023
Q1 | $39.9K | Buy |
1,063
+1
| +0.1% | +$38 | 0.02% | 532 |
|
|
2022
Q4 | $39.9K | Buy |
1,062
+5
| +0.5% | +$188 | 0.02% | 394 |
|
|
2022
Q3 | $38K | Buy |
1,057
+6
| +0.6% | +$216 | 0.02% | 426 |
|
|
2022
Q2 | $38K | Buy |
1,051
+4
| +0.4% | +$145 | 0.02% | 404 |
|
|
2022
Q1 | $43K | Buy |
1,047
+3
| +0.3% | +$123 | 0.02% | 401 |
|
|
2021
Q4 | $44K | Buy |
+1,044
| New | +$44K | 0.02% | 403 |
|
|
2021
Q3 | – | Sell |
-1,035
| Closed | -$41K | – | 892 |
|
|
2021
Q2 | $41K | Buy |
1,035
+4
| +0.4% | +$158 | 0.03% | 378 |
|
|
2021
Q1 | $39K | Buy |
1,031
+3
| +0.3% | +$113 | 0.03% | 366 |
|
|
2020
Q4 | $36K | Buy |
+1,028
| New | +$36K | 0.03% | 367 |
|