Defined Financial Planning’s WisdomTree US Multifactor Fund USMF Stock Holding History

Defined Financial Planning’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 Q3	$4.17M	Sell	80,252 -25,050	-24%	-$1.29M	3.46%	10
2025 Q2	$5.28M	Buy	105,302 +19,613	+23%	+$969K	4.69%	7
2025 Q1	$4.27M	Buy	85,689 +3,122	+4%	+$158K	4.33%	7
2024 Q4	$4.1M	Buy	+82,567	New	+$4.17M	4.38%	5

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 1-Year Est. Return

Defined Financial Planning's USMF Position: Q3 2025 in Review

Defined Financial Planning reduced its WisdomTree US Multifactor Fund (USMF) stake by 24% in Q3 2025, selling an estimated $1.29M and leaving 80,252 shares worth $4.17M. The position accounts for 3.46% of the portfolio, ranked #10.

Defined Financial Planning first reported a position in USMF in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.28M in Q2 2025. 66 funds tracked by Wall St. Rank hold USMF as of Q3 2025.

Defined Financial Planning held 80,252 shares of WisdomTree US Multifactor Fund worth $4.17M as of Q3 2025.
Defined Financial Planning sold 25,050 WisdomTree US Multifactor Fund shares in Q3 2025, an estimated $1.29M.
WisdomTree US Multifactor Fund made up 3.46% of Defined Financial Planning's portfolio in Q3 2025, its #10 holding.
Defined Financial Planning first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and has held it in 4 quarters since.
Defined Financial Planning's WisdomTree US Multifactor Fund position peaked at $5.28M in Q2 2025.
66 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.