Fidelity Investments’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 | $6.25K | Hold |
122
| – | – | ﹤0.01% | 4656 |
|
|
2025
Q1 | $6.05K | Buy |
+122
| New | +$6.05K | ﹤0.01% | 4650 |
|
|
2024
Q4 | – | Sell |
-407
| Closed | -$19.9K | – | 5820 |
|
|
2024
Q3 | $19.9K | Buy |
407
+406
| +40,600% | +$19.9K | ﹤0.01% | 4175 |
|
|
2024
Q2 | $45 | Buy |
+1
| New | +$45 | ﹤0.01% | 5070 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$42 | – | 5736 |
|
|
2023
Q4 | $42 | Buy |
+1
| New | +$42 | ﹤0.01% | 5058 |
|
|
2023
Q3 | – | Sell |
-4
| Closed | -$155 | – | 5540 |
|
|
2023
Q2 | $155 | Buy |
+4
| New | +$155 | ﹤0.01% | 4927 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 5427 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 5506 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5506 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 4958 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5064 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 4906 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4556 |
|
|
2019
Q2 | – | Sell |
-1
| Closed | – | – | 4200 |
|
|
2019
Q1 | $0 | Sell |
1
-27
| -96% | – | ﹤0.01% | 4236 |
|
|
2018
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 3430 |
|