Envestnet Portfolio Solutions
USMF icon

Envestnet Portfolio Solutions’s WisdomTree US Multifactor Fund USMF Stock Holding History

Envestnet Portfolio Solutions’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
2024
Q4 		– Sell
-5,039
Closed -$246K – 1799
2024
Q3 		$246K Buy
5,039
+16
+0.3% +$753 ﹤0.01% 1543
2024
Q2 		$228K Buy
5,023
+611
+14% +$27.7K ﹤0.01% 1524
2024
Q1 		$205K Buy
+4,412
New +$195K ﹤0.01% 1553

Other funds holding USMF

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Portfolio Solutions's USMF Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2024, closing a stake of 5,039 shares — an estimated $246K sold.

Envestnet Portfolio Solutions first reported a position in USMF in Q1 2024 and held it in 3 quarters. The position peaked at $246K in Q3 2024. 62 funds tracked by Wall St. Rank hold USMF as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining WisdomTree US Multifactor Fund position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 5,039 WisdomTree US Multifactor Fund shares in Q4 2024, an estimated $246K.
  • Envestnet Portfolio Solutions first reported a position in WisdomTree US Multifactor Fund in Q1 2024 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's WisdomTree US Multifactor Fund position peaked at $246K in Q3 2024.
  • 62 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.