TRUADVICE’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
Q3 | $963K | Buy |
24,667
+13,708
| +125% | +$535K | 0.38% | 74 |
|
|
2023
Q2 | $430K | Sell |
10,959
-1,041
| -9% | -$40.8K | 0.16% | 148 |
|
|
2023
Q1 | $450K | Buy |
12,000
+439
| +4% | +$16.5K | 0.18% | 130 |
|
|
2022
Q4 | $447K | Sell |
11,561
-544
| -4% | -$21K | 0.24% | 87 |
|
|
2022
Q3 | $461K | Sell |
12,105
-654
| -5% | -$24.9K | 0.26% | 76 |
|
|
2022
Q2 | $486K | Sell |
12,759
-262
| -2% | -$9.98K | 0.26% | 80 |
|
|
2022
Q1 | $507K | Sell |
13,021
-708
| -5% | -$27.6K | 0.28% | 68 |
|
|
2021
Q4 | $561K | Buy |
13,729
+336
| +3% | +$13.7K | 0.53% | 46 |
|
|
2021
Q3 | $554K | Sell |
13,393
-25,457
| -66% | -$1.05M | 0.51% | 53 |
|
|
2021
Q2 | $1.54M | Buy |
38,850
+3,545
| +10% | +$141K | 0.34% | 75 |
|
|
2021
Q1 | $1.38M | Sell |
35,305
-1,365
| -4% | -$53.5K | 0.41% | 59 |
|
|
2020
Q4 | $1.32M | Buy |
36,670
+1,412
| +4% | +$50.9K | 0.4% | 61 |
|
|
2020
Q3 | $1.14M | Buy |
+35,258
| New | +$1.14M | 0.46% | 55 |
|