AAS
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Avantax Advisory Services’s WisdomTree US Multifactor Fund USMF Stock Holding History

Avantax Advisory Services’s Portfolio USMF Stock Details USMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.53M Buy
29,870
+17,641
+144% +$904K 0.01% 932
2025
Q1 		$607K Buy
12,229
+4,905
+67% +$243K ﹤0.01% 1383
2024
Q4 		$364K Buy
+7,324
New +$364K ﹤0.01% 1655