Drive Wealth Management’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
$376K Buy
7,332
+15
+0.2% +$769 0.08% 197
2025
Q1
$363K Sell
7,317
-2,267
-24% -$112K 0.09% 185
2024
Q4
$476K Sell
9,584
-16
-0.2% -$795 0.12% 139
2024
Q3
$469K Buy
+9,600
New +$469K 0.12% 140