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 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 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

Cambridge Investment Research Advisors's USMF Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its WisdomTree US Multifactor Fund (USMF) stake by 5.1% in Q1 2026, selling an estimated $37.6K and leaving 13,638 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #2541.

Cambridge Investment Research Advisors first reported a position in USMF in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.96M in Q2 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Cambridge Investment Research Advisors held 13,638 shares of WisdomTree US Multifactor Fund worth $673K as of Q1 2026.
Cambridge Investment Research Advisors sold 738 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $37.6K.
WisdomTree US Multifactor Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2541 holding.
Cambridge Investment Research Advisors first reported a position in WisdomTree US Multifactor Fund in Q3 2019 and has held it in 24 quarters since.
Cambridge Investment Research Advisors's WisdomTree US Multifactor Fund position peaked at $1.96M in Q2 2025.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.