WFWM
Wechter Feldman Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-41,330
| Closed | -$1.32M | – | 28 |
|
|
2019
Q4 | $1.32M | Sell |
41,330
-8,365
| -17% | -$267K | 0.88% | 16 |
|
|
2019
Q3 | $1.51M | Buy |
49,695
+7,022
| +16% | +$213K | 0.95% | 16 |
|
|
2019
Q2 | $1.28M | Buy |
42,673
+1,663
| +4% | +$50K | 0.85% | 17 |
|
|
2019
Q1 | $1.19M | Buy |
+41,010
| New | +$1.19M | 0.78% | 17 |
|