ORG Partners’s WisdomTree US Multifactor Fund USMF Stock Holding History

ORG Partners’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 Q4	–	Sell	-7,499	Closed	-$387K	–	1777
2025 Q3	$387K	Sell	7,499 -436	-5%	-$22.4K	0.07%	235
2025 Q2	$409K	Sell	7,935 -258	-3%	-$12.8K	0.09%	204
2025 Q1	$408K	Buy	8,193 +4,720	+136%	+$239K	0.1%	166
2024 Q4	$173K	Buy	+3,473	New	+$175K	0.02%	344

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

CAP

Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 1-Year Est. Return

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

ORG Partners's USMF Position: Q4 2025 in Review

ORG Partners sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2025, closing a stake of 7,499 shares — an estimated $387K sold.

ORG Partners first reported a position in USMF in Q4 2024 and held it in 4 quarters. The position peaked at $409K in Q2 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q4 2025.

ORG Partners reported no remaining WisdomTree US Multifactor Fund position as of Q4 2025 after selling out during the quarter.
ORG Partners sold 7,499 WisdomTree US Multifactor Fund shares in Q4 2025, an estimated $387K.
ORG Partners first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and held it in 4 quarters.
ORG Partners's WisdomTree US Multifactor Fund position peaked at $409K in Q2 2025.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.