HighTower Advisors
USMF icon

HighTower Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

HighTower Advisors’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 		$67.3M Buy
1,363,131
+11,396
+0.8% +$581K 0.07% 278
2025
Q4 		$69.3M Buy
1,351,735
+15,047
+1% +$771K 0.08% 259
2025
Q3 		$69.9M Buy
1,336,688
+16,867
+1% +$867K 0.08% 252
2025
Q2 		$67.7M Buy
1,319,821
+7,900
+0.6% +$391K 0.08% 244
2025
Q1 		$65.1M Buy
1,311,921
+23,509
+2% +$1.19M 0.09% 242
2024
Q4 		$64M Sell
1,288,412
-1,976
-0.2% -$99.8K 0.09% 241
2024
Q3 		$63.1M Buy
1,290,388
+3,265
+0.3% +$154K 0.09% 230
2024
Q2 		$58.5M Sell
1,287,123
-21,253
-2% -$963K 0.09% 234
2024
Q1 		$60.9M Buy
1,308,376
+119,085
+10% +$5.26M 0.1% 226
2023
Q4 		$50M Sell
1,189,291
-75,259
-6% -$2.99M 0.08% 249
2023
Q3 		$48.6M Buy
1,264,550
+18,332
+1% +$717K 0.09% 227
2023
Q2 		$48.3M Buy
1,246,218
+8,409
+0.7% +$315K 0.1% 219
2023
Q1 		$46.5M Buy
1,237,809
+4,310
+0.3% +$164K 0.1% 216
2022
Q4 		$46.4M Buy
1,233,499
+86,172
+8% +$3.23M 0.11% 206
2022
Q3 		$39.2M Buy
1,147,327
+13,160
+1% +$492K 0.11% 209
2022
Q2 		$41.1M Sell
1,134,167
-6,711
-0.6% -$261K 0.11% 202
2022
Q1 		$46.7M Buy
1,140,878
+154,836
+16% +$6.26M 0.1% 203
2021
Q4 		$41.4M Buy
986,042
+138,869
+16% +$5.65M 0.09% 230
2021
Q3 		$33M Buy
847,173
+36,707
+5% +$1.47M 0.09% 240
2021
Q2 		$31.9M Buy
810,466
+44,800
+6% +$1.75M 0.09% 227
2021
Q1 		$29M Buy
+765,666
New +$28.3M 0.09% 229

Other funds holding USMF

Lido Advisors
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 $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

HighTower Advisors's USMF Position: Q1 2026 in Review

HighTower Advisors increased its WisdomTree US Multifactor Fund (USMF) stake by 0.84% in Q1 2026, buying an estimated $581K and bringing the position to 1,363,131 shares worth $67.3M. The position accounts for 0.07% of the portfolio, ranked #278.

HighTower Advisors first reported a position in USMF in Q1 2021 and has held it in 21 quarters since. The position peaked at $69.9M in Q3 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

  • HighTower Advisors held 1,363,131 shares of WisdomTree US Multifactor Fund worth $67.3M as of Q1 2026.
  • HighTower Advisors bought 11,396 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $581K.
  • WisdomTree US Multifactor Fund made up 0.07% of HighTower Advisors's portfolio in Q1 2026, its #278 holding.
  • HighTower Advisors first reported a position in WisdomTree US Multifactor Fund in Q1 2021 and has held it in 21 quarters since.
  • HighTower Advisors's WisdomTree US Multifactor Fund position peaked at $69.9M in Q3 2025.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.