Atria Investments’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 | $5.65M | Buy |
110,206
+21,031
| +24% | +$1.08M | 0.07% | 342 |
|
|
2025
Q1 | $4.42M | Buy |
89,175
+2,521
| +3% | +$125K | 0.06% | 410 |
|
|
2024
Q4 | $4.3M | Sell |
86,654
-2,958
| -3% | -$147K | 0.05% | 400 |
|
|
2024
Q3 | $4.38M | Buy |
89,612
+11,078
| +14% | +$541K | 0.05% | 399 |
|
|
2024
Q2 | $3.57M | Buy |
78,534
+1,662
| +2% | +$75.5K | 0.05% | 441 |
|
|
2024
Q1 | $3.58M | Buy |
76,872
+2,183
| +3% | +$102K | 0.05% | 434 |
|
|
2023
Q4 | $3.14M | Buy |
+74,689
| New | +$3.14M | 0.05% | 434 |
|