AF
USMF icon

Allworth Financial’s WisdomTree US Multifactor Fund USMF Stock Holding History

Allworth Financial’s Portfolio USMF Stock Details USMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.87M Sell
37,774
-2,312
-6% -$118K 0.01% 547
2025
Q4 		$2.05M Sell
40,086
-1,574
-4% -$80.7K 0.01% 509
2025
Q3 		$2.18M Sell
41,660
-2,095
-5% -$108K 0.01% 483
2025
Q2 		$2.24M Sell
43,755
-976
-2% -$48.2K 0.01% 456
2025
Q1 		$2.15M Buy
44,731
+375
+0.8% +$18.9K 0.01% 383
2024
Q4 		$2.26M Sell
44,356
-2,034
-4% -$103K 0.01% 381
2024
Q3 		$2.27M Sell
46,390
-983
-2% -$46.3K 0.01% 322
2024
Q2 		$2.19M Sell
47,373
-2,828
-6% -$128K 0.01% 319
2024
Q1 		$2.34M Sell
50,201
-5,408
-10% -$239K 0.02% 297
2023
Q4 		$2.34M Buy
55,609
+6,285
+13% +$249K 0.02% 285
2023
Q3 		$1.9M Sell
49,324
-7,273
-13% -$284K 0.02% 281
2023
Q2 		$2.19M Sell
56,597
-5,270
-9% -$197K 0.02% 266
2023
Q1 		$2.32M Sell
61,867
-11,302
-15% -$430K 0.02% 240
2022
Q4 		$2.75M Buy
73,169
+72,986
+39,883% +$2.74M 0.03% 205
2022
Q3 		$6K Buy
+183
New +$6.84K ﹤0.01% 1846

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM

Allworth Financial's USMF Position: Q1 2026 in Review

Allworth Financial reduced its WisdomTree US Multifactor Fund (USMF) stake by 5.8% in Q1 2026, selling an estimated $118K and leaving 37,774 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #547.

Allworth Financial first reported a position in USMF in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.75M in Q4 2022. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

  • Allworth Financial held 37,774 shares of WisdomTree US Multifactor Fund worth $1.87M as of Q1 2026.
  • Allworth Financial sold 2,312 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $118K.
  • WisdomTree US Multifactor Fund made up 0.01% of Allworth Financial's portfolio in Q1 2026, its #547 holding.
  • Allworth Financial first reported a position in WisdomTree US Multifactor Fund in Q3 2022 and has held it in 15 quarters since.
  • Allworth Financial's WisdomTree US Multifactor Fund position peaked at $2.75M in Q4 2022.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.