Harbour Investments’s WisdomTree US Multifactor Fund USMF Stock Holding History

Harbour Investments’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 Q1	–	Sell	-9,745	Closed	-$484K	–	3664
2024 Q4	$484K	Sell	9,745 -272	-3%	-$13.7K	0.01%	703
2024 Q3	$490K	Buy	10,017 +1,146	+13%	+$54K	0.01%	662
2024 Q2	$403K	Buy	8,871 +2,080	+31%	+$94.2K	0.01%	687
2024 Q1	$316K	Buy	6,791 +3,298	+94%	+$146K	0.01%	756
2023 Q4	$147K	Buy	3,493 +2,464	+239%	+$97.7K	0.01%	982
2023 Q3	$39.6K	Buy	1,029 +161	+19%	+$6.3K	﹤0.01%	1454
2023 Q2	$33.7K	Sell	868 -37	-4%	-$1.39K	﹤0.01%	1534
2023 Q1	$34K	Buy	905 +229	+34%	+$8.71K	﹤0.01%	1513
2022 Q4	$25.4K	Buy	676 +4	+0.6%	+$150	﹤0.01%	1579
2022 Q3	$24K	Hold	672	–	–	﹤0.01%	1568
2022 Q2	$24K	Buy	+672	New	+$26.1K	﹤0.01%	1568
2021 Q4	$35K	Buy	822 +2	+0.2%	+$81	﹤0.01%	1424
2021 Q3	$32K	Buy	820 +28	+4%	+$1.12K	﹤0.01%	2037
2021 Q2	$31K	Buy	792 +1	+0.1%	+$39	﹤0.01%	2084
2021 Q1	$30K	Buy	+791	New	+$29.2K	﹤0.01%	1976

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

Harbour Investments's USMF Position: Q1 2025 in Review

Harbour Investments sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2025, closing a stake of 9,745 shares — an estimated $484K sold.

Harbour Investments first reported a position in USMF in Q1 2021 and held it in 15 quarters. The position peaked at $490K in Q3 2024. 65 funds tracked by Wall St. Rank hold USMF as of Q1 2025.

Harbour Investments reported no remaining WisdomTree US Multifactor Fund position as of Q1 2025 after selling out during the quarter.
Harbour Investments sold 9,745 WisdomTree US Multifactor Fund shares in Q1 2025, an estimated $484K.
Harbour Investments first reported a position in WisdomTree US Multifactor Fund in Q1 2021 and held it in 15 quarters.
Harbour Investments's WisdomTree US Multifactor Fund position peaked at $490K in Q3 2024.
65 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2025.

Based on Harbour Investments's 13F filing for Q1 2025, filed 8 May 2025.