Morgan Stanley’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 | $4.15M | Sell |
80,966
-4,087
| -5% | -$209K | ﹤0.01% | 4212 |
|
|
2025
Q1 | $4.22M | Buy |
85,053
+2,523
| +3% | +$125K | ﹤0.01% | 4070 |
|
|
2024
Q4 | $4.1M | Sell |
82,530
-1,463
| -2% | -$72.7K | ﹤0.01% | 4163 |
|
|
2024
Q3 | $4.1M | Buy |
83,993
+2,870
| +4% | +$140K | ﹤0.01% | 4114 |
|
|
2024
Q2 | $3.69M | Sell |
81,123
-495
| -0.6% | -$22.5K | ﹤0.01% | 4135 |
|
|
2024
Q1 | $3.8M | Buy |
81,618
+57,350
| +236% | +$2.67M | ﹤0.01% | 4136 |
|
|
2023
Q4 | $1.02M | Sell |
24,268
-251,193
| -91% | -$10.6M | ﹤0.01% | 5283 |
|
|
2023
Q3 | $10.6M | Buy |
275,461
+36,182
| +15% | +$1.39M | ﹤0.01% | 3085 |
|
|
2023
Q2 | $9.28M | Sell |
239,279
-82,633
| -26% | -$3.2M | ﹤0.01% | 3236 |
|
|
2023
Q1 | $12.1M | Buy |
321,912
+246,453
| +327% | +$9.25M | ﹤0.01% | 2963 |
|
|
2022
Q4 | $2.84M | Buy |
75,459
+20,603
| +38% | +$775K | ﹤0.01% | 4215 |
|
|
2022
Q3 | $1.87M | Buy |
54,856
+3,360
| +7% | +$115K | ﹤0.01% | 4482 |
|
|
2022
Q2 | $1.87M | Buy |
51,496
+17,184
| +50% | +$623K | ﹤0.01% | 4584 |
|
|
2022
Q1 | $1.41M | Buy |
34,312
+13,785
| +67% | +$565K | ﹤0.01% | 4756 |
|
|
2021
Q4 | $862K | Buy |
20,527
+9,621
| +88% | +$404K | ﹤0.01% | 5179 |
|
|
2021
Q3 | $425K | Buy |
10,906
+5,364
| +97% | +$209K | ﹤0.01% | 5593 |
|
|
2021
Q2 | $218K | Buy |
5,542
+1,667
| +43% | +$65.6K | ﹤0.01% | 5969 |
|
|
2021
Q1 | $147K | Buy |
3,875
+277
| +8% | +$10.5K | ﹤0.01% | 5824 |
|
|
2020
Q4 | $126K | Buy |
3,598
+213
| +6% | +$7.46K | ﹤0.01% | 5813 |
|
|
2020
Q3 | $106K | Sell |
3,385
-2,094
| -38% | -$65.6K | ﹤0.01% | 5406 |
|
|
2020
Q2 | $163K | Buy |
+5,479
| New | +$163K | ﹤0.01% | 5174 |
|