Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-16,032
| Closed | -$478K | – | 953 |
|
|
2020
Q2 | $478K | Sell |
16,032
-3,249
| -17% | -$96.9K | 0.01% | 643 |
|
|
2020
Q1 | $473K | Buy |
19,281
+254
| +1% | +$6.23K | 0.01% | 502 |
|
|
2019
Q4 | $608K | Buy |
19,027
+3,481
| +22% | +$111K | 0.02% | 494 |
|
|
2019
Q3 | $472K | Buy |
15,546
+3,237
| +26% | +$98.3K | 0.02% | 429 |
|
|
2019
Q2 | $370K | Buy |
+12,309
| New | +$370K | 0.02% | 438 |
|