Zimmermann Investment Management & Planning’s WisdomTree US Multifactor Fund USMF Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio USMF Stock Details USMF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$525K	Sell
2022 Q4	$1.1M	Buy
2022 Q3	$617K	Buy