AAS
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Avantax Advisory Services’s WisdomTree US Multifactor Fund USMF Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.53M Buy
29,870
+17,641
+144% +$872K 0.01% 932
2025
Q1 		$607K Buy
12,229
+4,905
+67% +$248K ﹤0.01% 1383
2024
Q4 		$364K Buy
+7,324
New +$370K ﹤0.01% 1655

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Avantax Advisory Services's USMF Position: Q2 2025 in Review

Avantax Advisory Services increased its WisdomTree US Multifactor Fund (USMF) stake by 144% in Q2 2025, buying an estimated $872K and bringing the position to 29,870 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #932.

Avantax Advisory Services first reported a position in USMF in Q4 2024 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold USMF as of Q2 2025.

  • Avantax Advisory Services held 29,870 shares of WisdomTree US Multifactor Fund worth $1.53M as of Q2 2025.
  • Avantax Advisory Services bought 17,641 WisdomTree US Multifactor Fund shares in Q2 2025, an estimated $872K.
  • WisdomTree US Multifactor Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #932 holding.
  • Avantax Advisory Services first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.