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

IFP 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
2025
Q3 		– Sell
-178
Closed -$9.12K – 4945
2025
Q2 		$9.12K Hold
178
– – ﹤0.01% 2970
2025
Q1 		$8.83K Buy
+178
New +$8.99K ﹤0.01% 2620
2023
Q1 		– Sell
-2,219
Closed -$64K – 4391
2022
Q4 		$64K Sell
2,219
-838
-27% -$31.4K ﹤0.01% 2070
2022
Q3 		$91K Buy
3,057
+198
+7% +$7.4K ﹤0.01% 1926
2022
Q2 		$82K Hold
2,859
– – ﹤0.01% 1818
2022
Q1 		$82K Buy
+2,859
New +$116K ﹤0.01% 1818
2021
Q3 		– Sell
-47
Closed -$2K – 3466
2021
Q2 		$2K Sell
47
-55,837
-100% -$2.18M ﹤0.01% 2789
2021
Q1 		$2.12M Sell
55,884
-18,025
-24% -$666K 0.04% 213
2020
Q4 		$2.6M Buy
73,909
+14,911
+25% +$495K 0.11% 171
2020
Q3 		$1.84M Buy
58,998
+58,954
+133,986% +$1.85M 0.11% 181
2020
Q2 		$1K Hold
44
– – ﹤0.01% 2629
2020
Q1 		$1K Hold
44
– – ﹤0.01% 2627
2019
Q4 		$1K Buy
+44
New +$1.37K ﹤0.01% 2734

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 1-Year Est. Return

IFP Advisors's USMF Position: Q3 2025 in Review

IFP Advisors sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2025, closing a stake of 178 shares — an estimated $9.12K sold.

IFP Advisors first reported a position in USMF in Q4 2019 and held it in 13 quarters. The position peaked at $2.6M in Q4 2020. 66 funds tracked by Wall St. Rank hold USMF as of Q3 2025.

  • IFP Advisors reported no remaining WisdomTree US Multifactor Fund position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 178 WisdomTree US Multifactor Fund shares in Q3 2025, an estimated $9.12K.
  • IFP Advisors first reported a position in WisdomTree US Multifactor Fund in Q4 2019 and held it in 13 quarters.
  • IFP Advisors's WisdomTree US Multifactor Fund position peaked at $2.6M in Q4 2020.
  • 66 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.