Northwestern Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Buy |
96,506
+82,180
| +574% | +$4.21M | ﹤0.01% | 681 |
|
|
2025
Q1 | $711K | Buy |
14,326
+4,485
| +46% | +$223K | ﹤0.01% | 1219 |
|
|
2024
Q4 | $489K | Sell |
9,841
-14
| -0.1% | -$695 | ﹤0.01% | 1331 |
|
|
2024
Q3 | $482K | Sell |
9,855
-393
| -4% | -$19.2K | ﹤0.01% | 1313 |
|
|
2024
Q2 | $466K | Buy |
10,248
+3,080
| +43% | +$140K | ﹤0.01% | 1274 |
|
|
2024
Q1 | $334K | Buy |
7,168
+1,279
| +22% | +$59.5K | ﹤0.01% | 1364 |
|
|
2023
Q4 | $248K | Buy |
5,889
+3,327
| +130% | +$140K | ﹤0.01% | 1434 |
|
|
2023
Q3 | $98.5K | Buy |
2,562
+62
| +2% | +$2.39K | ﹤0.01% | 1724 |
|
|
2023
Q2 | $96.9K | Buy |
2,500
+569
| +29% | +$22.1K | ﹤0.01% | 1732 |
|
|
2023
Q1 | $72.5K | Buy |
1,931
+749
| +63% | +$28.1K | ﹤0.01% | 1802 |
|
|
2022
Q4 | $44.4K | Buy |
1,182
+634
| +116% | +$23.8K | ﹤0.01% | 1954 |
|
|
2022
Q3 | $19K | Buy |
+548
| New | +$19K | ﹤0.01% | 2252 |
|
|
2021
Q2 | – | Sell |
-366
| Closed | -$14K | – | 3158 |
|
|
2021
Q1 | $14K | Buy |
+366
| New | +$14K | ﹤0.01% | 2189 |
|