Glen Eagle Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-760
| Closed | -$26K | – | 1178 |
|
|
2022
Q3 | $26K | Sell |
760
-109
| -13% | -$3.72K | 0.01% | 448 |
|
|
2022
Q2 | $31.5K | Hold |
869
| – | – | 0.01% | 432 |
|
|
2022
Q1 | $35.6K | Hold |
869
| – | – | 0.01% | 422 |
|
|
2021
Q4 | $36.5K | Hold |
869
| – | – | 0.01% | 421 |
|
|
2021
Q3 | $33.8K | Hold |
869
| – | – | 0.01% | 448 |
|
|
2021
Q2 | $34.2K | Hold |
869
| – | – | 0.01% | 447 |
|
|
2021
Q1 | $32.9K | Hold |
869
| – | – | 0.01% | 419 |
|
|
2020
Q4 | $30.5K | Hold |
869
| – | – | 0.01% | 415 |
|
|
2020
Q3 | $27.2K | Sell |
869
-59
| -6% | -$1.85K | 0.01% | 406 |
|
|
2020
Q2 | $27.7K | Buy |
928
+59
| +7% | +$1.76K | 0.01% | 377 |
|
|
2020
Q1 | $21.3K | Sell |
869
-22
| -2% | -$539 | 0.01% | 393 |
|
|
2019
Q4 | $28.5K | Buy |
891
+131
| +17% | +$4.19K | 0.02% | 407 |
|
|
2019
Q3 | $23.1K | Buy |
+760
| New | +$23.1K | 0.02% | 395 |
|