Cambridge Investment Research Advisors
USMF icon

Cambridge Investment Research Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

Cambridge Investment Research Advisors’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 		$620K Sell
11,429
-2,209
-16% -$115K ﹤0.01% 2759
2026
Q1 		$673K Sell
13,638
-738
-5% -$37.6K ﹤0.01% 2541
2025
Q4 		$737K Sell
14,376
-18,613
-56% -$954K ﹤0.01% 2372
2025
Q3 		$1.72M Sell
32,989
-5,235
-14% -$269K ﹤0.01% 1616
2025
Q2 		$1.96M Buy
38,224
+4,240
+12% +$210K 0.01% 1451
2025
Q1 		$1.69M Buy
33,984
+18,951
+126% +$958K 0.01% 1459
2024
Q4 		$747K Buy
15,033
+3,322
+28% +$168K ﹤0.01% 2098
2024
Q3 		$572K Buy
11,711
+1,296
+12% +$61K ﹤0.01% 2300
2024
Q2 		$473K Buy
10,415
+1,442
+16% +$65.3K ﹤0.01% 2345
2024
Q1 		$418K Buy
8,973
+587
+7% +$25.9K ﹤0.01% 2433
2023
Q4 		$353K Sell
8,386
-772
-8% -$30.6K ﹤0.01% 2474
2023
Q3 		$352K Sell
9,158
-120
-1% -$4.69K ﹤0.01% 2382
2023
Q2 		$360K Sell
9,278
-226
-2% -$8.46K ﹤0.01% 2393
2023
Q1 		$357K Sell
9,504
-1,456
-13% -$55.4K ﹤0.01% 2334
2022
Q4 		$412K Buy
10,960
+5,060
+86% +$190K ﹤0.01% 2176
2022
Q3 		$202K Sell
5,900
-151
-2% -$5.64K ﹤0.01% 2696
2022
Q2 		$219K Sell
6,051
-20,442
-77% -$794K ﹤0.01% 2658
2022
Q1 		$1.08M Sell
26,493
-684
-3% -$27.7K 0.01% 1520
2021
Q4 		$1.14M Buy
27,177
+7,493
+38% +$305K 0.01% 1485
2021
Q3 		$766K Buy
19,684
+13,420
+214% +$537K ﹤0.01% 1739
2021
Q2 		$246K Hold
6,264
– – ﹤0.01% 2635
2021
Q1 		$237K Hold
6,264
– – ﹤0.01% 2467
2020
Q4 		$220K Buy
+6,264
New +$208K ﹤0.01% 2401
2020
Q1 		– Sell
-6,832
Closed -$218K – 2483
2019
Q4 		$218K Buy
6,832
+26
+0.4% +$809 ﹤0.01% 2146
2019
Q3 		$206K Buy
+6,806
New +$207K ﹤0.01% 2098

Other funds holding USMF

HighTower Advisors
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cambridge Investment Research Advisors's USMF Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its WisdomTree US Multifactor Fund (USMF) stake by 16% in Q2 2026, selling an estimated $115K and leaving 11,429 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

Cambridge Investment Research Advisors first reported a position in USMF in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.96M in Q2 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Cambridge Investment Research Advisors held 11,429 shares of WisdomTree US Multifactor Fund worth $620K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 2,209 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $115K.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2759 holding.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree US Multifactor Fund in Q3 2019 and has held it in 25 quarters since.
  • Cambridge Investment Research Advisors's WisdomTree US Multifactor Fund position peaked at $1.96M in Q2 2025.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.