Envestnet Portfolio Solutions’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
2024
Q4
Sell
-5,039
Closed -$246K 1799
2024
Q3
$246K Buy
5,039
+16
+0.3% +$782 ﹤0.01% 1543
2024
Q2
$228K Buy
5,023
+611
+14% +$27.8K ﹤0.01% 1524
2024
Q1
$205K Buy
+4,412
New +$205K ﹤0.01% 1553