J.P. Morgan Private Wealth Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $261K | Buy |
6,777
+25
| +0.4% | +$961 | ﹤0.01% | 1539 |
|
|
2023
Q2 | $262K | Buy |
6,752
+25
| +0.4% | +$969 | ﹤0.01% | 1295 |
|
|
2023
Q1 | $253K | Buy |
6,727
+19
| +0.3% | +$713 | ﹤0.01% | 1744 |
|
|
2022
Q4 | $252K | Buy |
6,708
+35
| +0.5% | +$1.32K | ﹤0.01% | 1727 |
|
|
2022
Q3 | $228K | Buy |
6,673
+32
| +0.5% | +$1.09K | ﹤0.01% | 1758 |
|
|
2022
Q2 | $241K | Buy |
+6,641
| New | +$241K | ﹤0.01% | 1758 |
|