RVW Wealth’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
Q1 | – | Sell |
-7,637
| Closed | -$287K | – | 169 |
|
|
2022
Q4 | $287K | Sell |
7,637
-20,049
| -72% | -$754K | 0.04% | 125 |
|
|
2022
Q3 | $946K | Buy |
+27,686
| New | +$946K | 0.13% | 75 |
|
|
2020
Q2 | – | Sell |
-129,310
| Closed | -$3.17M | – | 109 |
|
|
2020
Q1 | $3.17M | Sell |
129,310
-192,978
| -60% | -$4.73M | 0.74% | 43 |
|
|
2019
Q4 | $10.3M | Buy |
322,288
+29,521
| +10% | +$943K | 2.25% | 18 |
|
|
2019
Q3 | $8.88M | Sell |
292,767
-1,868
| -0.6% | -$56.7K | 2.11% | 18 |
|
|
2019
Q2 | $8.86M | Buy |
294,635
+31,547
| +12% | +$949K | 2.11% | 21 |
|
|
2019
Q1 | $7.63M | Buy |
+263,088
| New | +$7.63M | 1.95% | 22 |
|