Team Financial Group’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 | $20.4M | Buy |
398,432
+22,658
| +6% | +$1.16M | 10.04% | 4 |
|
|
2025
Q1 | $18.6M | Sell |
375,774
-3,368
| -0.9% | -$167K | 10.76% | 4 |
|
|
2024
Q4 | $18.8M | Buy |
379,142
+10,940
| +3% | +$543K | 10.8% | 4 |
|
|
2024
Q3 | $18M | Buy |
368,202
+8,174
| +2% | +$399K | 10.7% | 4 |
|
|
2024
Q2 | $16.4M | Buy |
360,028
+16,030
| +5% | +$728K | 10.51% | 4 |
|
|
2024
Q1 | $16M | Buy |
343,998
+14,445
| +4% | +$672K | 10.78% | 4 |
|
|
2023
Q4 | $13.9M | Buy |
329,553
+23,663
| +8% | +$995K | 9.94% | 4 |
|
|
2023
Q3 | $11.8M | Buy |
+305,890
| New | +$11.8M | 9.72% | 4 |
|