Avior Wealth Management’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 Q4	–	Sell	-4,819	Closed	-$185K	–	1676
2023 Q3	$185K	Buy	4,819 +197	+4%	+$7.58K	0.01%	540
2023 Q2	$179K	Buy	4,622 +466	+11%	+$18.1K	0.01%	548
2023 Q1	$156K	Buy	+4,156	New	+$156K	0.01%	565