KLR Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.37M | Sell |
30,812
-3,804
| -11% | -$169K | 0.99% | 19 |
|
|
2023
Q4 | $1.46M | Sell |
34,616
-12,254
| -26% | -$515K | 1.05% | 22 |
|
|
2023
Q3 | $1.76M | Sell |
46,870
-1,211
| -3% | -$45.5K | 1.6% | 13 |
|
|
2023
Q2 | $1.86M | Buy |
48,081
+1,157
| +2% | +$44.9K | 1.54% | 10 |
|
|
2023
Q1 | $1.76M | Buy |
46,924
+2,233
| +5% | +$83.8K | 1.55% | 13 |
|
|
2022
Q4 | $1.68M | Buy |
+44,691
| New | +$1.68M | 1.38% | 13 |
|