CFGS
USMF icon

Concourse Financial Group Securities’s WisdomTree US Multifactor Fund USMF Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-185
Closed -$9.41K – 1958
2024
Q4 		$9.41K Hold
185
– – ﹤0.01% 1736
2024
Q3 		$9.04K Hold
185
– – ﹤0.01% 1715
2024
Q2 		$8.41K Buy
+185
New +$8.38K ﹤0.01% 1731

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $253M AUM 28.6% 1-Year Est. Return

Concourse Financial Group Securities's USMF Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2025, closing a stake of 185 shares — an estimated $9.41K sold.

Concourse Financial Group Securities first reported a position in USMF in Q2 2024 and held it in 3 quarters. The position peaked at $9.41K in Q4 2024. 65 funds tracked by Wall St. Rank hold USMF as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining WisdomTree US Multifactor Fund position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 185 WisdomTree US Multifactor Fund shares in Q1 2025, an estimated $9.41K.
  • Concourse Financial Group Securities first reported a position in WisdomTree US Multifactor Fund in Q2 2024 and held it in 3 quarters.
  • Concourse Financial Group Securities's WisdomTree US Multifactor Fund position peaked at $9.41K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.