Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
+5,848
| New | +$300K | 0.01% | 970 |
|
|
2020
Q2 | – | Sell |
-39,555
| Closed | -$970K | – | 676 |
|
|
2020
Q1 | $970K | Buy |
39,555
+4,551
| +13% | +$112K | 0.13% | 180 |
|
|
2019
Q4 | $1.12M | Buy |
35,004
+8,051
| +30% | +$257K | 0.12% | 214 |
|
|
2019
Q3 | $818K | Buy |
26,953
+5,441
| +25% | +$165K | 0.11% | 229 |
|
|
2019
Q2 | $647K | Buy |
21,512
+12,657
| +143% | +$381K | 0.08% | 284 |
|
|
2019
Q1 | $257K | Buy |
+8,855
| New | +$257K | 0.04% | 393 |
|