Cabot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $5.07M | Buy |
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|
2024
Q1 | $4.21M | Buy |
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|
2023
Q4 | $3.58M | Buy |
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|
2023
Q3 | $3.21M | Buy |
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|
2023
Q2 | $3.23M | Buy |
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|
2023
Q1 | $3.08M | Buy |
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $2.44M | Buy |
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|
2022
Q2 | $2.48M | Buy |
|
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|
2022
Q1 | $2.69M | Buy |
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|
2021
Q4 | $2.64M | Buy |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $2.22M | Buy |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $1.67M | Buy |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $831K | Buy |
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|
2020
Q1 | $278K | Buy |
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|
2019
Q4 | $236K | Buy |
|