Columbia Advisory Partners’s WisdomTree US Multifactor Fund USMF Stock Holding History

Columbia Advisory Partners’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	$429K	Sell	8,240 -2,628	-24%	-$139K	0.24%	58
2026 Q2	$589K	Sell	10,868 -366	-3%	-$19.1K	0.33%	50
2026 Q1	$555K	Sell	11,234 -117,111	-91%	-$5.97M	0.35%	49
2025 Q4	$6.58M	Sell	128,345 -32,227	-20%	-$1.65M	4.48%	5
2025 Q3	$8.39M	Sell	160,572 -995	-0.6%	-$51.1K	5.8%	4
2025 Q2	$8.28M	Buy	161,567 +20,978	+15%	+$1.04M	6.27%	4
2025 Q1	$6.98M	Sell	140,589 -15,734	-10%	-$795K	6.05%	4
2024 Q4	$7.77M	Buy	+156,323	New	+$7.89M	7.22%	4

Other funds holding USMF

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

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

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

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

Columbia Advisory Partners's USMF Position: Q3 2026 in Review

Columbia Advisory Partners reduced its WisdomTree US Multifactor Fund (USMF) stake by 24% in Q3 2026, selling an estimated $139K and leaving 8,240 shares worth $429K. The position accounts for 0.24% of the portfolio, ranked #58.

Columbia Advisory Partners first reported a position in USMF in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.39M in Q3 2025. 9 funds tracked by Wall St. Rank hold USMF as of Q3 2026.

Columbia Advisory Partners held 8,240 shares of WisdomTree US Multifactor Fund worth $429K as of Q3 2026.
Columbia Advisory Partners sold 2,628 WisdomTree US Multifactor Fund shares in Q3 2026, an estimated $139K.
WisdomTree US Multifactor Fund made up 0.24% of Columbia Advisory Partners's portfolio in Q3 2026, its #58 holding.
Columbia Advisory Partners first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and has held it in 8 quarters since.
Columbia Advisory Partners's WisdomTree US Multifactor Fund position peaked at $8.39M in Q3 2025.
9 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2026.

Based on Columbia Advisory Partners's 13F filing for Q3 2026, filed 15 Oct 2026.