Atria Investments’s WisdomTree US Multifactor Fund USMF Stock Holding History

Atria Investments’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 Q2	–	Sell	-76,698	Closed	-$3.79M	–	2260
2026 Q1	$3.79M	Buy	76,698 +20	+0%	+$1.02K	0.04%	457
2025 Q4	$3.93M	Sell	76,678 -5,923	-7%	-$304K	0.04%	457
2025 Q3	$4.32M	Sell	82,601 -27,605	-25%	-$1.42M	0.05%	438
2025 Q2	$5.65M	Buy	110,206 +21,031	+24%	+$1.04M	0.07%	342
2025 Q1	$4.42M	Buy	89,175 +2,521	+3%	+$127K	0.06%	410
2024 Q4	$4.3M	Sell	86,654 -2,958	-3%	-$149K	0.05%	400
2024 Q3	$4.38M	Buy	89,612 +11,078	+14%	+$522K	0.05%	399
2024 Q2	$3.57M	Buy	78,534 +1,662	+2%	+$75.3K	0.05%	441
2024 Q1	$3.58M	Buy	76,872 +2,183	+3%	+$96.3K	0.05%	434
2023 Q4	$3.14M	Buy	+74,689	New	+$2.96M	0.05%	434

Other funds holding USMF

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Atria Investments's USMF Position: Q2 2026 in Review

Atria Investments sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2026, closing a stake of 76,698 shares — an estimated $3.79M sold.

Atria Investments first reported a position in USMF in Q4 2023 and held it in 10 quarters. The position peaked at $5.65M in Q2 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

Atria Investments reported no remaining WisdomTree US Multifactor Fund position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 76,698 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $3.79M.
Atria Investments first reported a position in WisdomTree US Multifactor Fund in Q4 2023 and held it in 10 quarters.
Atria Investments's WisdomTree US Multifactor Fund position peaked at $5.65M in Q2 2025.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.