BIP Wealth’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 | $406K | Sell |
7,914
-5,029
| -39% | -$258K | 0.03% | 170 |
|
|
2025
Q1 | $642K | Sell |
12,943
-3,132
| -19% | -$155K | 0.04% | 130 |
|
|
2024
Q4 | $799K | Sell |
16,075
-1,587
| -9% | -$78.8K | 0.05% | 115 |
|
|
2024
Q3 | $863K | Buy |
17,662
+602
| +4% | +$29.4K | 0.06% | 100 |
|
|
2024
Q2 | $775K | Sell |
17,060
-2,271
| -12% | -$103K | 0.06% | 91 |
|
|
2024
Q1 | $900K | Sell |
19,331
-4,664
| -19% | -$217K | 0.07% | 89 |
|
|
2023
Q4 | $1.01M | Sell |
23,995
-1,845
| -7% | -$77.6K | 0.08% | 82 |
|
|
2023
Q3 | $994K | Buy |
25,840
+1,031
| +4% | +$39.7K | 0.09% | 77 |
|
|
2023
Q2 | $962K | Buy |
24,809
+12,107
| +95% | +$469K | 0.08% | 79 |
|
|
2023
Q1 | $477K | Buy |
+12,702
| New | +$477K | 0.05% | 110 |
|