Beacon Financial Advisory’s WisdomTree US Multifactor Fund USMF Stock Holding History

Beacon Financial Advisory’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 Q3	$642K	Sell	12,327 -1,471	-11%	-$78K	0.12%	206
2026 Q2	$748K	Sell	13,798 -329	-2%	-$17.1K	0.15%	183
2026 Q1	$698K	Sell	14,127 -1,080	-7%	-$55.1K	0.16%	175
2025 Q4	$780K	Sell	15,207 -1,888	-11%	-$96.7K	0.18%	145
2025 Q3	$894K	Sell	17,095 -1,108	-6%	-$56.9K	0.21%	136
2025 Q2	$933K	Sell	18,203 -2,980	-14%	-$147K	0.24%	113
2025 Q1	$1.05M	Buy	21,183 +8,746	+70%	+$442K	0.32%	89
2024 Q4	$618K	Buy	12,437 +2,923	+31%	+$148K	0.2%	140
2024 Q3	$465K	Buy	9,514 +1,757	+23%	+$82.7K	0.16%	167
2024 Q2	$352K	Buy	+7,757	New	+$351K	0.13%	189

Other funds holding USMF

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Beacon Financial Advisory's USMF Position: Q3 2026 in Review

Beacon Financial Advisory reduced its WisdomTree US Multifactor Fund (USMF) stake by 11% in Q3 2026, selling an estimated $78K and leaving 12,327 shares worth $642K. The position accounts for 0.12% of the portfolio, ranked #206.

Beacon Financial Advisory first reported a position in USMF in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q1 2025. 8 funds tracked by Wall St. Rank hold USMF as of Q3 2026.

Beacon Financial Advisory held 12,327 shares of WisdomTree US Multifactor Fund worth $642K as of Q3 2026.
Beacon Financial Advisory sold 1,471 WisdomTree US Multifactor Fund shares in Q3 2026, an estimated $78K.
WisdomTree US Multifactor Fund made up 0.12% of Beacon Financial Advisory's portfolio in Q3 2026, its #206 holding.
Beacon Financial Advisory first reported a position in WisdomTree US Multifactor Fund in Q2 2024 and has held it in 10 quarters since.
Beacon Financial Advisory's WisdomTree US Multifactor Fund position peaked at $1.05M in Q1 2025.
8 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.