HighTower 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $67.7M | Buy |
1,319,821
+7,900
| +0.6% | +$405K | 0.08% | 244 |
|
2025
Q1 | $65.1M | Buy |
1,311,921
+23,509
| +2% | +$1.17M | 0.09% | 242 |
|
2024
Q4 | $64M | Sell |
1,288,412
-1,976
| -0.2% | -$98.2K | 0.09% | 241 |
|
2024
Q3 | $63.1M | Buy |
1,290,388
+3,265
| +0.3% | +$160K | 0.09% | 230 |
|
2024
Q2 | $58.5M | Sell |
1,287,123
-21,253
| -2% | -$966K | 0.09% | 234 |
|
2024
Q1 | $60.9M | Buy |
1,308,376
+119,085
| +10% | +$5.54M | 0.1% | 226 |
|
2023
Q4 | $50M | Sell |
1,189,291
-75,259
| -6% | -$3.17M | 0.08% | 249 |
|
2023
Q3 | $48.6M | Buy |
1,264,550
+18,332
| +1% | +$705K | 0.09% | 227 |
|
2023
Q2 | $48.3M | Buy |
1,246,218
+8,409
| +0.7% | +$326K | 0.1% | 219 |
|
2023
Q1 | $46.5M | Buy |
1,237,809
+4,310
| +0.3% | +$162K | 0.1% | 216 |
|
2022
Q4 | $46.4M | Buy |
1,233,499
+86,172
| +8% | +$3.24M | 0.11% | 206 |
|
2022
Q3 | $39.2M | Buy |
1,147,327
+13,160
| +1% | +$450K | 0.11% | 209 |
|
2022
Q2 | $41.1M | Sell |
1,134,167
-6,711
| -0.6% | -$243K | 0.11% | 202 |
|
2022
Q1 | $46.7M | Buy |
1,140,878
+154,836
| +16% | +$6.34M | 0.1% | 203 |
|
2021
Q4 | $41.4M | Buy |
986,042
+138,869
| +16% | +$5.83M | 0.09% | 230 |
|
2021
Q3 | $33M | Buy |
847,173
+36,707
| +5% | +$1.43M | 0.09% | 240 |
|
2021
Q2 | $31.9M | Buy |
810,466
+44,800
| +6% | +$1.76M | 0.09% | 227 |
|
2021
Q1 | $29M | Buy |
+765,666
| New | +$29M | 0.09% | 229 |
|