Leicht Financial Planning & Wealth Management’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
2020
Q2
Sell
-8,263
Closed -$201K 56
2020
Q1
$201K Sell
8,263
-10,363
-56% -$252K 0.19% 53
2019
Q4
$595K Buy
+18,626
New +$595K 0.54% 41