Drive Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Drive Wealth Management’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	–	Sell	-7,332	Closed	-$376K	–	390
2025 Q2	$376K	Buy	7,332 +15	+0.2%	+$741	0.08%	197
2025 Q1	$363K	Sell	7,317 -2,267	-24%	-$115K	0.09%	185
2024 Q4	$476K	Sell	9,584 -16	-0.2%	-$808	0.12%	139
2024 Q3	$469K	Buy	+9,600	New	+$452K	0.12%	140

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

Drive Wealth Management's USMF Position: Q3 2025 in Review

Drive Wealth Management sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2025, closing a stake of 7,332 shares — an estimated $376K sold.

Drive Wealth Management first reported a position in USMF in Q3 2024 and held it in 4 quarters. The position peaked at $476K in Q4 2024. 66 funds tracked by Wall St. Rank hold USMF as of Q3 2025.

Drive Wealth Management reported no remaining WisdomTree US Multifactor Fund position as of Q3 2025 after selling out during the quarter.
Drive Wealth Management sold 7,332 WisdomTree US Multifactor Fund shares in Q3 2025, an estimated $376K.
Drive Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q3 2024 and held it in 4 quarters.
Drive Wealth Management's WisdomTree US Multifactor Fund position peaked at $476K in Q4 2024.
66 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2025.

Based on Drive Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.