Capital Advisors Ltd’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
Q3 | $12K | Hold |
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|
2025
Q2 | $12K | Sell |
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|
2025
Q1 | $23K | Hold |
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|
2024
Q4 | $23K | Hold |
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|
2024
Q3 | $23K | Hold |
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|
2024
Q2 | $21K | Hold |
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|
2024
Q1 | $22K | Hold |
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|
2023
Q4 | $20K | Hold |
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|
2023
Q3 | $18K | Sell |
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|
2023
Q2 | $69K | Sell |
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|
2023
Q1 | $117K | Hold |
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|
2022
Q4 | $117K | Hold |
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|
2022
Q3 | $106K | Hold |
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|
2022
Q2 | $113K | Hold |
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|
2022
Q1 | $128K | Hold |
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|
2021
Q4 | $131K | Hold |
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|
2021
Q3 | $121K | Hold |
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|
2021
Q2 | $123K | Hold |
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|
2021
Q1 | $118K | Hold |
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|
2020
Q4 | $110K | Hold |
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|
2020
Q3 | $98K | Hold |
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|
2020
Q2 | $93K | Hold |
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|
2020
Q1 | $76K | Buy |
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