Defined Financial Planning LLC USMF Holdings History
Defined Financial Planning LLC's WisdomTree U.S. Multifactor Fund Holding Summary
As of 2025-06-30, Defined Financial Planning LLC held 105,302.00 shares of WisdomTree U.S. Multifactor Fund(USMF), totaling $5.28 Mil. This investment constitutes 4.69% of their stock portfolio, and Defined Financial Planning LLC now holds 1.33% of the outstanding WisdomTree U.S. Multifactor Fund(USMF) stock.
The initial trade took place in 2024Q4. And since then Defined Financial Planning LLC has made 2 purchases of USMF, at an average price of $50.33, for a total of 105,302.00 shares. Based on historical transaction data and USMF's current price of $51.26, Defined Financial Planning LLC's estimated gain on his USMF holdings is $98,560.59, reflecting a 1.86% gain to date.
Defined Financial Planning LLC USMF ($51.26) Holding Chart
Defined Financial Planning LLC USMF ($51.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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