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 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 $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 $340M AUM 14.34% 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

Columbia Advisory Partners's USMF Position: Q1 2026 in Review

Columbia Advisory Partners reduced its WisdomTree US Multifactor Fund (USMF) stake by 91% in Q1 2026, selling an estimated $5.97M and leaving 11,234 shares worth $555K. The position accounts for 0.35% of the portfolio, ranked #49.

Columbia Advisory Partners first reported a position in USMF in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.39M in Q3 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Columbia Advisory Partners held 11,234 shares of WisdomTree US Multifactor Fund worth $555K as of Q1 2026.
Columbia Advisory Partners sold 117,111 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $5.97M.
WisdomTree US Multifactor Fund made up 0.35% of Columbia Advisory Partners's portfolio in Q1 2026, its #49 holding.
Columbia Advisory Partners first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and has held it in 6 quarters since.
Columbia Advisory Partners's WisdomTree US Multifactor Fund position peaked at $8.39M in Q3 2025.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Columbia Advisory Partners's 13F filing for Q1 2026, filed 23 Apr 2026.