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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
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 $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $340M AUM 14.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Great Valley Advisor Group's USMF Position: Q1 2026 in Review

Great Valley Advisor Group increased its WisdomTree US Multifactor Fund (USMF) stake by 8% in Q1 2026, buying an estimated $2.42M and bringing the position to 637,718 shares worth $31.5M. The position accounts for 0.57% of the portfolio, ranked #42.

Great Valley Advisor Group first reported a position in USMF in Q1 2022 and has held it in 17 quarters since. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

  • Great Valley Advisor Group held 637,718 shares of WisdomTree US Multifactor Fund worth $31.5M as of Q1 2026.
  • Great Valley Advisor Group bought 47,399 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $2.42M.
  • WisdomTree US Multifactor Fund made up 0.57% of Great Valley Advisor Group's portfolio in Q1 2026, its #42 holding.
  • Great Valley Advisor Group first reported a position in WisdomTree US Multifactor Fund in Q1 2022 and has held it in 17 quarters since.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.