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Concurrent Investment Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

Concurrent Investment Advisors’s Portfolio USMF Stock Details USMF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.89M Sell
36,870
-5,638
-13% -$289K 0.04% 445
2025
Q1 		$2.11M Buy
42,508
+36,815
+647% +$1.83M 0.05% 354
2024
Q4 		$283K Buy
+5,693
New +$283K 0.01% 842