JPMorgan Chase & Co’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 | $975K | Buy |
19,018
+1,454
| +8% | +$74.5K | ﹤0.01% | 3745 |
|
|
2025
Q1 | $872K | Sell |
17,564
-1,493
| -8% | -$74.1K | ﹤0.01% | 3731 |
|
|
2024
Q4 | $947K | Sell |
19,057
-2,832
| -13% | -$141K | ﹤0.01% | 3827 |
|
|
2024
Q3 | $1.07M | Sell |
21,889
-3,580
| -14% | -$175K | ﹤0.01% | 3612 |
|
|
2024
Q2 | $1.16M | Sell |
25,469
-2,906
| -10% | -$132K | ﹤0.01% | 3423 |
|
|
2024
Q1 | $1.32M | Sell |
28,375
-838
| -3% | -$39K | ﹤0.01% | 3394 |
|
|
2023
Q4 | $1.23M | Sell |
29,213
-7,583
| -21% | -$319K | ﹤0.01% | 3413 |
|
|
2023
Q3 | $1.42M | Buy |
36,796
+1,244
| +3% | +$47.8K | ﹤0.01% | 3214 |
|
|
2023
Q2 | $1.38M | Buy |
35,552
+1,288
| +4% | +$49.9K | ﹤0.01% | 3237 |
|
|
2023
Q1 | $1.29M | Buy |
34,264
+5,358
| +19% | +$201K | ﹤0.01% | 3290 |
|
|
2022
Q4 | $1.09M | Buy |
+28,906
| New | +$1.09M | ﹤0.01% | 3304 |
|