MLA
My Legacy Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,660
| Closed | -$403K | – | 218 |
|
|
2024
Q1 | $403K | Sell |
8,660
-3,159
| -27% | -$147K | 0.14% | 171 |
|
|
2023
Q4 | $502K | Sell |
11,819
-21,457
| -64% | -$911K | 0.18% | 149 |
|
|
2023
Q3 | $1.27M | Buy |
33,276
+2,452
| +8% | +$93.7K | 0.52% | 50 |
|
|
2023
Q2 | $1.21M | Buy |
30,824
+2,679
| +10% | +$105K | 0.48% | 58 |
|
|
2023
Q1 | $1.06M | Buy |
28,145
+1,593
| +6% | +$59.8K | 0.45% | 74 |
|
|
2022
Q4 | $1.04M | Sell |
26,552
-1,727
| -6% | -$67.9K | 0.45% | 77 |
|
|
2022
Q3 | $989K | Buy |
28,279
+5,280
| +23% | +$185K | 0.5% | 60 |
|
|
2022
Q2 | $842K | Buy |
22,999
+13,725
| +148% | +$502K | 0.42% | 78 |
|
|
2022
Q1 | $380K | Buy |
+9,274
| New | +$380K | 0.18% | 148 |
|