AE Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.4K | Buy |
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|
2025
Q1 | $595 | Hold |
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|
2024
Q4 | $596 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.81M | Buy |
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|
2022
Q2 | $1.84M | Sell |
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|
2022
Q1 | $2.39M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $579K | Buy |
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|
2020
Q1 | $473K | Buy |
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|
2019
Q4 | $608K | Buy |
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|
2019
Q3 | $472K | Buy |
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|
2019
Q2 | $370K | Buy |
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