Axxcess Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Hold |
15,272
| – | – | 0.02% | 488 |
|
|
2025
Q1 | $758K | Hold |
15,272
| – | – | 0.02% | 459 |
|
|
2024
Q4 | $759K | Hold |
15,272
| – | – | 0.02% | 465 |
|
|
2024
Q3 | $746K | Hold |
15,272
| – | – | 0.02% | 458 |
|
|
2024
Q2 | $694K | Hold |
15,272
| – | – | 0.02% | 456 |
|
|
2024
Q1 | $711K | Hold |
15,272
| – | – | 0.02% | 449 |
|
|
2023
Q4 | $642K | Hold |
15,272
| – | – | 0.02% | 452 |
|
|
2023
Q3 | $587K | Hold |
15,272
| – | – | 0.02% | 435 |
|
|
2023
Q2 | $592K | Hold |
15,272
| – | – | 0.04% | 315 |
|
|
2023
Q1 | $573K | Hold |
15,272
| – | – | 0.04% | 345 |
|
|
2022
Q4 | $574K | Hold |
15,272
| – | – | 0.05% | 331 |
|
|
2022
Q3 | $522K | Hold |
15,272
| – | – | 0.05% | 308 |
|
|
2022
Q2 | $554K | Hold |
15,272
| – | – | 0.05% | 286 |
|
|
2022
Q1 | $626K | Sell |
15,272
-515
| -3% | -$21.1K | 0.05% | 304 |
|
|
2021
Q4 | $663K | Buy |
+15,787
| New | +$663K | 0.05% | 295 |
|