Wealth Enhancement Advisory 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
$596K Buy
11,540
+25
+0.2% +$1.29K ﹤0.01% 2082
2025
Q1
$571K Sell
11,515
-3,205
-22% -$159K ﹤0.01% 1948
2024
Q4
$731K Sell
14,720
-831
-5% -$41.3K ﹤0.01% 1715
2024
Q3
$760K Buy
15,551
+508
+3% +$24.8K ﹤0.01% 1550
2024
Q2
$684K Buy
+15,043
New +$684K ﹤0.01% 1461