IA
Insight Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-95,536
| Closed | -$4.74M | – | 299 |
|
|
2025
Q1 | $4.74M | Sell |
95,536
-50,060
| -34% | -$2.48M | 0.82% | 20 |
|
|
2024
Q4 | $7.24M | Buy |
145,596
+9,193
| +7% | +$457K | 1.22% | 12 |
|
|
2024
Q3 | $6.67M | Buy |
136,403
+10,462
| +8% | +$511K | 1.15% | 11 |
|
|
2024
Q2 | $5.72M | Buy |
125,941
+20,166
| +19% | +$916K | 1.03% | 12 |
|
|
2024
Q1 | $4.92M | Buy |
105,775
+24,929
| +31% | +$1.16M | 0.95% | 11 |
|
|
2023
Q4 | $3.4M | Buy |
80,846
+8,099
| +11% | +$341K | 0.72% | 20 |
|
|
2023
Q3 | $2.8M | Buy |
72,747
+857
| +1% | +$33K | 0.64% | 21 |
|
|
2023
Q2 | $2.79M | Buy |
71,890
+19,146
| +36% | +$742K | 0.62% | 24 |
|
|
2023
Q1 | $1.98M | Buy |
52,744
+5,204
| +11% | +$195K | 0.47% | 34 |
|
|
2022
Q4 | $1.78M | Sell |
47,540
-22,869
| -32% | -$857K | 0.62% | 39 |
|
|
2022
Q3 | $2.41M | Buy |
70,409
+1,695
| +2% | +$57.9K | 0.95% | 24 |
|
|
2022
Q2 | $2.62M | Buy |
68,714
+5,093
| +8% | +$194K | 0.89% | 24 |
|
|
2022
Q1 | $2.61M | Buy |
63,621
+7,887
| +14% | +$323K | 0.78% | 26 |
|
|
2021
Q4 | $2.34M | Buy |
55,734
+20,647
| +59% | +$866K | 0.69% | 36 |
|
|
2021
Q3 | $1.44M | Buy |
35,087
+17,095
| +95% | +$704K | 0.43% | 56 |
|
|
2021
Q2 | $719K | Buy |
17,992
+8,737
| +94% | +$349K | 0.23% | 117 |
|
|
2021
Q1 | $359K | Buy |
+9,255
| New | +$359K | 0.11% | 228 |
|