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Regatta Research & Money Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Regatta Research & Money Management’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
Q2 		$10.6K Buy
+196
New +$10.2K 0.01% 483

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 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 $445B AUM 25.58% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Regatta Research & Money Management's USMF Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in WisdomTree US Multifactor Fund (USMF) in Q2 2026: 196 shares worth $10.6K. The stake represents 0.01% of the portfolio and ranks #483 among its holdings.

54 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Regatta Research & Money Management held 196 shares of WisdomTree US Multifactor Fund worth $10.6K as of Q2 2026.
  • WisdomTree US Multifactor Fund was a new Regatta Research & Money Management position in Q2 2026.
  • WisdomTree US Multifactor Fund made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #483 holding.
  • 54 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.