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 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

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 $396M AUM 17.09% 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

Concurrent Investment Advisors's USMF Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its WisdomTree US Multifactor Fund (USMF) stake by 80% in Q1 2026, selling an estimated $1.42M and leaving 6,785 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Concurrent Investment Advisors first reported a position in USMF in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.11M in Q1 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Concurrent Investment Advisors held 6,785 shares of WisdomTree US Multifactor Fund worth $335K as of Q1 2026.
Concurrent Investment Advisors sold 27,880 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $1.42M.
WisdomTree US Multifactor Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1418 holding.
Concurrent Investment Advisors first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and has held it in 6 quarters since.
Concurrent Investment Advisors's WisdomTree US Multifactor Fund position peaked at $2.11M in Q1 2025.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.