DFP
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Defined Financial Planning’s WisdomTree US Multifactor Fund USMF Stock Holding History

Defined Financial Planning’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 		$5.28M Buy
105,302
+19,613
+23% +$984K 4.69% 7
2025
Q1 		$4.27M Buy
85,689
+3,122
+4% +$156K 4.33% 7
2024
Q4 		$4.1M Buy
+82,567
New +$4.1M 4.38% 5