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

Insight 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
Q2 		– Sell
-95,536
Closed -$4.74M – 309
2025
Q1 		$4.74M Sell
95,536
-50,060
-34% -$2.53M 0.82% 20
2024
Q4 		$7.24M Buy
145,596
+9,193
+7% +$464K 1.22% 12
2024
Q3 		$6.67M Buy
136,403
+10,462
+8% +$493K 1.15% 11
2024
Q2 		$5.72M Buy
125,941
+20,166
+19% +$914K 1.03% 12
2024
Q1 		$4.92M Buy
105,775
+24,929
+31% +$1.1M 0.95% 11
2023
Q4 		$3.4M Buy
80,846
+8,099
+11% +$321K 0.72% 20
2023
Q3 		$2.8M Buy
72,747
+857
+1% +$33.5K 0.64% 21
2023
Q2 		$2.79M Buy
71,890
+19,146
+36% +$717K 0.62% 24
2023
Q1 		$1.98M Buy
52,744
+5,204
+11% +$198K 0.47% 34
2022
Q4 		$1.78M Sell
47,540
-22,869
-32% -$857K 0.62% 39
2022
Q3 		$2.41M Buy
70,409
+1,695
+2% +$63.4K 0.95% 24
2022
Q2 		$2.62M Buy
68,714
+5,093
+8% +$198K 0.89% 24
2022
Q1 		$2.61M Buy
63,621
+7,887
+14% +$319K 0.78% 26
2021
Q4 		$2.34M Buy
55,734
+20,647
+59% +$839K 0.69% 36
2021
Q3 		$1.44M Buy
35,087
+17,095
+95% +$683K 0.43% 56
2021
Q2 		$719K Buy
17,992
+8,737
+94% +$342K 0.23% 117
2021
Q1 		$359K Buy
+9,255
New +$342K 0.11% 228

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
Raymond James Financial
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 1-Year Est. Return

Insight Advisors's USMF Position: Q2 2025 in Review

Insight Advisors sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2025, closing a stake of 95,536 shares — an estimated $4.74M sold.

Insight Advisors first reported a position in USMF in Q1 2021 and held it in 17 quarters. The position peaked at $7.24M in Q4 2024. 69 funds tracked by Wall St. Rank hold USMF as of Q2 2025.

  • Insight Advisors reported no remaining WisdomTree US Multifactor Fund position as of Q2 2025 after selling out during the quarter.
  • Insight Advisors sold 95,536 WisdomTree US Multifactor Fund shares in Q2 2025, an estimated $4.74M.
  • Insight Advisors first reported a position in WisdomTree US Multifactor Fund in Q1 2021 and held it in 17 quarters.
  • Insight Advisors's WisdomTree US Multifactor Fund position peaked at $7.24M in Q4 2024.
  • 69 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2025.

Based on Insight Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.