V Wealth Advisors’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
Sell
-24,907
Closed -$966K 351
2023
Q2
$966K Buy
24,907
+966
+4% +$37.5K 0.16% 126
2023
Q1
$899K Buy
+23,941
New +$899K 0.17% 135