Concurrent Investment Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

Concurrent Investment 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 Q3	–	Sell	-3,819	Closed	-$207K	–	2516
2026 Q2	$207K	Sell	3,819 -2,966	-44%	-$154K	﹤0.01%	1926
2026 Q1	$335K	Sell	6,785 -27,880	-80%	-$1.42M	﹤0.01%	1418
2025 Q4	$1.78M	Sell	34,665 -2,991	-8%	-$153K	0.02%	614
2025 Q3	$1.97M	Buy	37,656 +786	+2%	+$40.4K	0.03%	472
2025 Q2	$1.89M	Sell	36,870 -5,638	-13%	-$279K	0.04%	448
2025 Q1	$2.11M	Buy	42,508 +36,815	+647%	+$1.86M	0.05%	356
2024 Q4	$283K	Buy	+5,693	New	+$287K	0.01%	853

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

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 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

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Concurrent Investment Advisors's USMF Position: Q3 2026 in Review

Concurrent Investment Advisors sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2026, closing a stake of 3,819 shares — an estimated $207K sold.

Concurrent Investment Advisors first reported a position in USMF in Q4 2024 and held it in 7 quarters. The position peaked at $2.11M in Q1 2025. 11 funds tracked by Wall St. Rank hold USMF as of Q3 2026.

Concurrent Investment Advisors reported no remaining WisdomTree US Multifactor Fund position as of Q3 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 3,819 WisdomTree US Multifactor Fund shares in Q3 2026, an estimated $207K.
Concurrent Investment Advisors first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and held it in 7 quarters.
Concurrent Investment Advisors's WisdomTree US Multifactor Fund position peaked at $2.11M in Q1 2025.
11 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.