Patriot Financial Group Insurance Agency’s WisdomTree US Multifactor Fund USMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $775K | Sell |
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|
2025
Q1 | $760K | Sell |
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|
2024
Q4 | $932K | Sell |
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|
2024
Q3 | $955K | Sell |
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|
2024
Q2 | $951K | Sell |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $901K | Sell |
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|
2023
Q3 | $875K | Buy |
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|
2023
Q2 | $853K | Sell |
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|
2023
Q1 | $836K | Sell |
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|
2022
Q4 | $873K | Buy |
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|
2022
Q3 | $709K | Sell |
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|
2022
Q2 | $765K | Sell |
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|
2022
Q1 | $867K | Buy |
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|
2021
Q4 | $864K | Buy |
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|
2021
Q3 | $796K | Sell |
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|
2021
Q2 | $817K | Sell |
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|
2021
Q1 | $854K | Sell |
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|
2020
Q4 | $1.25M | Sell |
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|
2020
Q3 | $1.18M | Buy |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.81M | Buy |
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|
2019
Q3 | $1.26M | Buy |
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|
2019
Q2 | $1.2M | Buy |
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|
2019
Q1 | $969K | Buy |
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|
2018
Q4 | $549K | Buy |
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|
2018
Q3 | $46K | Buy |
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