WWA
WCG Wealth Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
28,758
-1,680
| -6% | -$86.1K | 0.1% | 185 |
|
|
2025
Q1 | $1.51M | Sell |
30,438
-1,556
| -5% | -$77.2K | 0.11% | 163 |
|
|
2024
Q4 | $1.59M | Sell |
31,994
-400
| -1% | -$19.9K | 0.11% | 168 |
|
|
2024
Q3 | $1.58M | Sell |
32,394
-1,176
| -4% | -$57.5K | 0.11% | 177 |
|
|
2024
Q2 | $1.53M | Buy |
33,570
+2,735
| +9% | +$124K | 0.11% | 159 |
|
|
2024
Q1 | $1.44M | Buy |
30,835
+3,230
| +12% | +$150K | 0.12% | 151 |
|
|
2023
Q4 | $1.16M | Sell |
27,605
-390
| -1% | -$16.4K | 0.09% | 187 |
|
|
2023
Q3 | $1.08M | Buy |
+27,995
| New | +$1.08M | 0.08% | 195 |
|