Newbridge Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-306
| Closed | -$11.5K | – | 1445 |
|
|
2023
Q1 | $11.5K | Hold |
306
| – | – | 0.01% | 884 |
|
|
2022
Q4 | $11.5K | Buy |
306
+8
| +3% | +$301 | 0.01% | 882 |
|
|
2022
Q3 | $10K | Buy |
298
+4
| +1% | +$134 | 0.01% | 893 |
|
|
2022
Q2 | $11K | Hold |
294
| – | – | 0.01% | 844 |
|
|
2022
Q1 | $12K | Hold |
294
| – | – | 0.01% | 896 |
|
|
2021
Q4 | $12K | Hold |
294
| – | – | 0.01% | 887 |
|
|
2021
Q3 | $11K | Buy |
294
+138
| +88% | +$5.16K | 0.01% | 858 |
|
|
2021
Q2 | $6K | Buy |
+156
| New | +$6K | ﹤0.01% | 1097 |
|