IFP 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 | $9.12K | Hold |
178
| – | – | ﹤0.01% | 2970 |
|
|
2025
Q1 | $8.83K | Buy |
+178
| New | +$8.83K | ﹤0.01% | 2620 |
|
|
2023
Q1 | – | Sell |
-2,219
| Closed | -$64K | – | 4393 |
|
|
2022
Q4 | $64K | Sell |
2,219
-838
| -27% | -$24.2K | ﹤0.01% | 2070 |
|
|
2022
Q3 | $91K | Buy |
3,057
+198
| +7% | +$5.89K | ﹤0.01% | 1927 |
|
|
2022
Q2 | $82K | Hold |
2,859
| – | – | ﹤0.01% | 1819 |
|
|
2022
Q1 | $82K | Buy |
+2,859
| New | +$82K | ﹤0.01% | 1819 |
|
|
2021
Q3 | – | Sell |
-47
| Closed | -$2K | – | 4572 |
|
|
2021
Q2 | $2K | Sell |
47
-55,837
| -100% | -$2.38M | ﹤0.01% | 2765 |
|
|
2021
Q1 | $2.12M | Sell |
55,884
-18,025
| -24% | -$683K | 0.04% | 213 |
|
|
2020
Q4 | $2.6M | Buy |
73,909
+14,911
| +25% | +$525K | 0.11% | 171 |
|
|
2020
Q3 | $1.84M | Buy |
58,998
+58,954
| +133,986% | +$1.84M | 0.11% | 181 |
|
|
2020
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 2599 |
|
|
2020
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 2583 |
|
|
2019
Q4 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 2721 |
|