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Great Valley Advisor Group’s WisdomTree US Multifactor Fund USMF Stock Holding History

Great Valley Advisor Group’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
Q2 		$5.02M Sell
92,605
-545,113
-85% -$28.4M 0.08% 224
2026
Q1 		$31.5M Buy
637,718
+47,399
+8% +$2.42M 0.57% 42
2025
Q4 		$30.3M Buy
590,319
+27,629
+5% +$1.42M 0.58% 45
2025
Q3 		$29.4M Buy
562,690
+31,505
+6% +$1.62M 0.59% 43
2025
Q2 		$27.2M Buy
531,185
+40,705
+8% +$2.01M 0.6% 41
2025
Q1 		$24.3M Buy
490,480
+32,107
+7% +$1.62M 0.52% 51
2024
Q4 		$22.8M Sell
458,373
-5,936
-1% -$300K 0.51% 47
2024
Q3 		$22.7M Buy
464,309
+1,951
+0.4% +$91.9K 0.56% 41
2024
Q2 		$21M Sell
462,358
-44,476
-9% -$2.02M 0.59% 35
2024
Q1 		$23.6M Sell
506,834
-53,037
-9% -$2.34M 0.72% 29
2023
Q4 		$23.5M Sell
559,871
-232,666
-29% -$9.23M 0.83% 23
2023
Q3 		$30.5M Sell
792,537
-3,001
-0.4% -$117K 1.26% 11
2023
Q2 		$30.8M Buy
795,538
+20,587
+3% +$771K 1.29% 10
2023
Q1 		$29.1M Sell
774,951
-25,381
-3% -$965K 1.36% 9
2022
Q4 		$30.1M Sell
800,332
-56,246
-7% -$2.11M 1.54% 6
2022
Q3 		$29.3M Buy
856,578
+75,319
+10% +$2.82M 1.64% 7
2022
Q2 		$28.3M Buy
781,259
+147,776
+23% +$5.74M 1.56% 6
2022
Q1 		$26M Buy
+633,483
New +$25.6M 1.51% 9

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Great Valley Advisor Group's USMF Position: Q2 2026 in Review

Great Valley Advisor Group reduced its WisdomTree US Multifactor Fund (USMF) stake by 85% in Q2 2026, selling an estimated $28.4M and leaving 92,605 shares worth $5.02M. The position accounts for 0.08% of the portfolio, ranked #224.

Great Valley Advisor Group first reported a position in USMF in Q1 2022 and has held it in 18 quarters since. The position peaked at $31.5M in Q1 2026. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Great Valley Advisor Group held 92,605 shares of WisdomTree US Multifactor Fund worth $5.02M as of Q2 2026.
  • Great Valley Advisor Group sold 545,113 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $28.4M.
  • WisdomTree US Multifactor Fund made up 0.08% of Great Valley Advisor Group's portfolio in Q2 2026, its #224 holding.
  • Great Valley Advisor Group first reported a position in WisdomTree US Multifactor Fund in Q1 2022 and has held it in 18 quarters since.
  • Great Valley Advisor Group's WisdomTree US Multifactor Fund position peaked at $31.5M in Q1 2026.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.