Geneos 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 | $42.8K | Sell |
834
-610
| -42% | -$31.3K | ﹤0.01% | 1657 |
|
|
2025
Q1 | $71.7K | Buy |
1,444
+54
| +4% | +$2.68K | ﹤0.01% | 1735 |
|
|
2024
Q4 | $69.1K | Buy |
1,390
+702
| +102% | +$34.9K | ﹤0.01% | 1195 |
|
|
2024
Q3 | $33.6K | Hold |
688
| – | – | ﹤0.01% | 1347 |
|
|
2024
Q2 | $31.3K | Buy |
+688
| New | +$31.3K | ﹤0.01% | 1221 |
|
|
2021
Q2 | – | Sell |
-688
| Closed | -$26K | – | 3118 |
|
|
2021
Q1 | $26K | Buy |
+688
| New | +$26K | ﹤0.01% | 1943 |
|