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

FMA 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
2026 Q1	–	Sell	-4,284	Closed	-$220K	–	45
2025 Q4	$220K	Buy	4,284 +274	+7%	+$14K	0.14%	42
2025 Q3	$210K	Buy	+4,010	New	+$206K	0.14%	40

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

FMA Wealth Management's USMF Position: Q1 2026 in Review

FMA Wealth Management sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2026, closing a stake of 4,284 shares — an estimated $220K sold.

FMA Wealth Management first reported a position in USMF in Q3 2025 and held it in 2 quarters. The position peaked at $220K in Q4 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

FMA Wealth Management reported no remaining WisdomTree US Multifactor Fund position as of Q1 2026 after selling out during the quarter.
FMA Wealth Management sold 4,284 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $220K.
FMA Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q3 2025 and held it in 2 quarters.
FMA Wealth Management's WisdomTree US Multifactor Fund position peaked at $220K in Q4 2025.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on FMA Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.