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 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

Beacon Financial Advisory's USMF Position: Q1 2026 in Review

Beacon Financial Advisory reduced its WisdomTree US Multifactor Fund (USMF) stake by 7.1% in Q1 2026, selling an estimated $55.1K and leaving 14,127 shares worth $698K. The position accounts for 0.16% of the portfolio, ranked #175.

Beacon Financial Advisory first reported a position in USMF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q1 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Beacon Financial Advisory held 14,127 shares of WisdomTree US Multifactor Fund worth $698K as of Q1 2026.
Beacon Financial Advisory sold 1,080 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $55.1K.
WisdomTree US Multifactor Fund made up 0.16% of Beacon Financial Advisory's portfolio in Q1 2026, its #175 holding.
Beacon Financial Advisory first reported a position in WisdomTree US Multifactor Fund in Q2 2024 and has held it in 8 quarters since.
Beacon Financial Advisory's WisdomTree US Multifactor Fund position peaked at $1.05M in Q1 2025.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.