Axxcess 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 | $783K | Hold |
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|
2025
Q1 | $758K | Hold |
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|
2024
Q4 | $759K | Hold |
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|
2024
Q3 | $746K | Hold |
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|
2024
Q2 | $694K | Hold |
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|
2024
Q1 | $711K | Hold |
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|
2023
Q4 | $642K | Hold |
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|
2023
Q3 | $587K | Hold |
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|
2023
Q2 | $592K | Hold |
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|
2023
Q1 | $573K | Hold |
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|
2022
Q4 | $574K | Hold |
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|
2022
Q3 | $522K | Hold |
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|
2022
Q2 | $554K | Hold |
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|
2022
Q1 | $626K | Sell |
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|
2021
Q4 | $663K | Buy |
|