Covestor’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 | $3K | Hold |
62
| – | – | ﹤0.01% | 1809 |
|
|
2025
Q1 | $3K | Sell |
62
-171
| -73% | -$8.27K | ﹤0.01% | 1805 |
|
|
2024
Q4 | $12K | Buy |
233
+11
| +5% | +$567 | 0.01% | 1447 |
|
|
2024
Q3 | $11K | Sell |
222
-22
| -9% | -$1.09K | 0.01% | 1523 |
|
|
2024
Q2 | $11K | Buy |
244
+41
| +20% | +$1.85K | 0.01% | 1496 |
|
|
2024
Q1 | $9K | Buy |
203
+13
| +7% | +$576 | 0.01% | 1677 |
|
|
2023
Q4 | $8K | Sell |
190
-117
| -38% | -$4.93K | 0.01% | 1696 |
|
|
2023
Q3 | $12K | Buy |
307
+76
| +33% | +$2.97K | 0.01% | 1343 |
|
|
2023
Q2 | $9K | Sell |
231
-63
| -21% | -$2.46K | 0.01% | 1537 |
|
|
2023
Q1 | $11K | Sell |
294
-54
| -16% | -$2.02K | 0.01% | 1283 |
|
|
2022
Q4 | $13K | Sell |
348
-24
| -6% | -$897 | 0.01% | 1211 |
|
|
2022
Q3 | $13K | Sell |
372
-9
| -2% | -$315 | 0.01% | 1166 |
|
|
2022
Q2 | $14K | Sell |
381
-189
| -33% | -$6.95K | 0.01% | 1087 |
|
|
2022
Q1 | $23K | Sell |
570
-23
| -4% | -$928 | 0.02% | 1030 |
|
|
2021
Q4 | $25K | Buy |
+593
| New | +$25K | 0.04% | 805 |
|