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 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

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Columbia Advisory Partners's USMF Position: Q2 2026 in Review

Columbia Advisory Partners reduced its WisdomTree US Multifactor Fund (USMF) stake by 3.3% in Q2 2026, selling an estimated $19.1K and leaving 10,868 shares worth $589K. The position accounts for 0.33% of the portfolio, ranked #50.

Columbia Advisory Partners first reported a position in USMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.39M in Q3 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

Columbia Advisory Partners held 10,868 shares of WisdomTree US Multifactor Fund worth $589K as of Q2 2026.
Columbia Advisory Partners sold 366 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $19.1K.
WisdomTree US Multifactor Fund made up 0.33% of Columbia Advisory Partners's portfolio in Q2 2026, its #50 holding.
Columbia Advisory Partners first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and has held it in 7 quarters since.
Columbia Advisory Partners's WisdomTree US Multifactor Fund position peaked at $8.39M in Q3 2025.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.