Allworth Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
43,755
-976
| -2% | -$50K | 0.01% | 452 |
|
|
2025
Q1 | $2.15M | Buy |
44,731
+375
| +0.8% | +$18.1K | 0.01% | 380 |
|
|
2024
Q4 | $2.26M | Sell |
44,356
-2,034
| -4% | -$103K | 0.01% | 378 |
|
|
2024
Q3 | $2.27M | Sell |
46,390
-983
| -2% | -$48K | 0.01% | 320 |
|
|
2024
Q2 | $2.19M | Sell |
47,373
-2,828
| -6% | -$131K | 0.01% | 319 |
|
|
2024
Q1 | $2.34M | Sell |
50,201
-5,408
| -10% | -$252K | 0.02% | 297 |
|
|
2023
Q4 | $2.34M | Buy |
55,609
+6,285
| +13% | +$264K | 0.02% | 285 |
|
|
2023
Q3 | $1.9M | Sell |
49,324
-7,273
| -13% | -$280K | 0.02% | 281 |
|
|
2023
Q2 | $2.19M | Sell |
56,597
-5,270
| -9% | -$204K | 0.02% | 266 |
|
|
2023
Q1 | $2.32M | Sell |
61,867
-11,302
| -15% | -$424K | 0.02% | 240 |
|
|
2022
Q4 | $2.75M | Buy |
73,169
+72,986
| +39,883% | +$2.74M | 0.03% | 205 |
|
|
2022
Q3 | $6K | Buy |
+183
| New | +$6K | ﹤0.01% | 1846 |
|