Zimmermann Investment Management & Planning’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 Q2	–	Sell	-13,993	Closed	-$525K	–	121
2023 Q1	$525K	Sell	13,993 -15,297	-52%	-$574K	0.27%	67
2022 Q4	$1.1M	Buy	29,290 +11,224	+62%	+$422K	0.64%	33
2022 Q3	$617K	Buy	+18,066	New	+$617K	0.38%	47