Beacon Financial Advisory’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
2025 Q2	$933K	Sell	18,203 -2,980	-14%	-$153K	0.24%	113
2025 Q1	$1.05M	Buy	21,183 +8,746	+70%	+$434K	0.32%	89
2024 Q4	$618K	Buy	12,437 +2,923	+31%	+$145K	0.2%	140
2024 Q3	$465K	Buy	9,514 +1,757	+23%	+$85.9K	0.16%	167
2024 Q2	$352K	Buy	+7,757	New	+$352K	0.13%	189