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

Mutual 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	$245K	Sell	4,961 -416	-8%	-$21.2K	0.01%	1201
2025 Q4	$276K	Sell	5,377 -119	-2%	-$6.1K	0.01%	1115
2025 Q3	$283K	Sell	5,496 -352	-6%	-$18.1K	0.01%	1080
2025 Q2	$300K	Buy	+5,848	New	+$289K	0.01%	971
2020 Q2	–	Sell	-39,555	Closed	-$970K	–	679
2020 Q1	$970K	Buy	39,555 +4,551	+13%	+$137K	0.13%	180
2019 Q4	$1.12M	Buy	35,004 +8,051	+30%	+$251K	0.12%	214
2019 Q3	$818K	Buy	26,953 +5,441	+25%	+$165K	0.11%	229
2019 Q2	$647K	Buy	21,512 +12,657	+143%	+$374K	0.08%	284
2019 Q1	$257K	Buy	+8,855	New	+$250K	0.04%	393

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

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 $396M AUM 17.09% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

Mutual Advisors's USMF Position: Q1 2026 in Review

Mutual Advisors reduced its WisdomTree US Multifactor Fund (USMF) stake by 7.7% in Q1 2026, selling an estimated $21.2K and leaving 4,961 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #1201.

Mutual Advisors first reported a position in USMF in Q1 2019 and has held it in 9 quarters since. The position peaked at $1.12M in Q4 2019. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Mutual Advisors held 4,961 shares of WisdomTree US Multifactor Fund worth $245K as of Q1 2026.
Mutual Advisors sold 416 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $21.2K.
WisdomTree US Multifactor Fund made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1201 holding.
Mutual Advisors first reported a position in WisdomTree US Multifactor Fund in Q1 2019 and has held it in 9 quarters since.
Mutual Advisors's WisdomTree US Multifactor Fund position peaked at $1.12M in Q4 2019.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.