Kestra Private Wealth Services’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	$1.44M	Sell	28,087 -1,033	-4%	-$52.9K	0.02%	600
2025 Q1	$1.44M	Buy	29,120 +15	+0.1%	+$744	0.02%	551
2024 Q4	$1.45M	Buy	29,105 +2,432	+9%	+$121K	0.02%	524
2024 Q3	$1.3M	Buy	+26,673	New	+$1.3M	0.02%	532