Sunbelt Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $2.15K | Hold |
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|
2025
Q3 | $2.19K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $68.7K | Buy |
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|
2024
Q1 | $70.1K | Sell |
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|
2023
Q4 | $174K | Buy |
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|
2023
Q3 | $158K | Sell |
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | $218K | Buy |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $242K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $297K | Sell |
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|
2019
Q3 | $284K | Buy |
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