Stratos Wealth Partners’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 | $1.93M | Sell |
37,681
-306
| -0.8% | -$15.7K | 0.03% | 507 |
|
|
2025
Q1 | $1.88M | Sell |
37,987
-2,708
| -7% | -$134K | 0.03% | 467 |
|
|
2024
Q4 | $2.02M | Buy |
40,695
+439
| +1% | +$21.8K | 0.03% | 472 |
|
|
2024
Q3 | $1.97M | Sell |
40,256
-2,135
| -5% | -$104K | 0.03% | 472 |
|
|
2024
Q2 | $1.93M | Sell |
42,391
-2,965
| -7% | -$135K | 0.03% | 446 |
|
|
2024
Q1 | $2.11M | Sell |
45,356
-4,324
| -9% | -$201K | 0.04% | 427 |
|
|
2023
Q4 | $2.09M | Sell |
49,680
-40,334
| -45% | -$1.7M | 0.04% | 404 |
|
|
2023
Q3 | $3.46M | Sell |
90,014
-2,459
| -3% | -$94.6K | 0.07% | 261 |
|
|
2023
Q2 | $3.59M | Sell |
92,473
-26,505
| -22% | -$1.03M | 0.08% | 249 |
|
|
2023
Q1 | $4.47M | Buy |
118,978
+1,150
| +1% | +$43.2K | 0.12% | 173 |
|
|
2022
Q4 | $4.43M | Buy |
+117,828
| New | +$4.43M | 0.11% | 194 |
|