Columbia Advisory Partners’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
$8.28M Buy
161,567
+20,978
+15% +$1.08M 6.27% 4
2025
Q1
$6.98M Sell
140,589
-15,734
-10% -$781K 6.05% 4
2024
Q4
$7.77M Buy
+156,323
New +$7.77M 7.22% 4