Creative Financial Designs’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 | $91.1K | Sell |
1,778
-161
| -8% | -$8.25K | 0.01% | 691 |
|
|
2025
Q1 | $96.2K | Sell |
1,939
-820
| -30% | -$40.7K | 0.01% | 631 |
|
|
2024
Q4 | $137K | Sell |
2,759
-521
| -16% | -$25.9K | 0.01% | 530 |
|
|
2024
Q3 | $160K | Sell |
3,280
-482
| -13% | -$23.6K | 0.01% | 503 |
|
|
2024
Q2 | $171K | Sell |
3,762
-98
| -3% | -$4.45K | 0.02% | 468 |
|
|
2024
Q1 | $180K | Buy |
3,860
+1,033
| +37% | +$48.1K | 0.02% | 442 |
|
|
2023
Q4 | $119K | Sell |
2,827
-1,159
| -29% | -$48.7K | 0.01% | 505 |
|
|
2023
Q3 | $153K | Buy |
3,986
+685
| +21% | +$26.3K | 0.02% | 396 |
|
|
2023
Q2 | $128K | Buy |
3,301
+1,689
| +105% | +$65.5K | 0.02% | 432 |
|
|
2023
Q1 | $60.5K | Buy |
1,612
+14
| +0.9% | +$526 | 0.01% | 555 |
|
|
2022
Q4 | $60.1K | Sell |
1,598
-177
| -10% | -$6.66K | 0.01% | 540 |
|
|
2022
Q3 | $61K | Sell |
1,775
-90
| -5% | -$3.09K | 0.01% | 512 |
|
|
2022
Q2 | $68K | Buy |
1,865
+89
| +5% | +$3.25K | 0.01% | 499 |
|
|
2022
Q1 | $73K | Buy |
1,776
+202
| +13% | +$8.3K | 0.01% | 482 |
|
|
2021
Q4 | $66K | Sell |
1,574
-93
| -6% | -$3.9K | 0.01% | 519 |
|
|
2021
Q3 | $65K | Buy |
1,667
+664
| +66% | +$25.9K | 0.01% | 547 |
|
|
2021
Q2 | $39K | Buy |
+1,003
| New | +$39K | 0.01% | 675 |
|