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Patriot Financial Group Insurance Agency’s WisdomTree US Multifactor Fund USMF Stock Holding History

Patriot Financial Group Insurance Agency’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
-15,115
Closed -$775K – 581
2025
Q2 		$775K Sell
15,115
-200
-1% -$9.89K 0.09% 247
2025
Q1 		$760K Sell
15,315
-3,442
-18% -$174K 0.1% 225
2024
Q4 		$932K Sell
18,757
-793
-4% -$40K 0.12% 186
2024
Q3 		$955K Sell
19,550
-1,374
-7% -$64.7K 0.13% 191
2024
Q2 		$951K Sell
20,924
-597
-3% -$27.1K 0.14% 166
2024
Q1 		$1M Buy
21,521
+98
+0.5% +$4.33K 0.16% 148
2023
Q4 		$901K Sell
21,423
-1,325
-6% -$52.6K 0.17% 145
2023
Q3 		$875K Buy
22,748
+745
+3% +$29.1K 0.18% 149
2023
Q2 		$853K Sell
22,003
-254
-1% -$9.51K 0.16% 153
2023
Q1 		$836K Sell
22,257
-953
-4% -$36.2K 0.17% 143
2022
Q4 		$873K Buy
23,210
+2,454
+12% +$92K 0.12% 121
2022
Q3 		$709K Sell
20,756
-350
-2% -$13.1K 0.17% 148
2022
Q2 		$765K Sell
21,106
-47
-0.2% -$1.82K 0.16% 141
2022
Q1 		$867K Buy
21,153
+565
+3% +$22.9K 0.15% 145
2021
Q4 		$864K Buy
20,588
+149
+0.7% +$6.06K 0.14% 151
2021
Q3 		$796K Sell
20,439
-331
-2% -$13.2K 0.14% 159
2021
Q2 		$817K Sell
20,770
-1,793
-8% -$70.1K 0.15% 152
2021
Q1 		$854K Sell
22,563
-13,147
-37% -$486K 0.2% 120
2020
Q4 		$1.25M Sell
35,710
-1,989
-5% -$66K 0.31% 61
2020
Q3 		$1.18M Buy
37,699
+64
+0.2% +$2K 0.38% 50
2020
Q2 		$1.12M Sell
37,635
-7,143
-16% -$200K 0.43% 45
2020
Q1 		$1.1M Sell
44,778
-11,893
-21% -$358K 0.5% 38
2019
Q4 		$1.81M Buy
56,671
+15,124
+36% +$471K 0.68% 22
2019
Q3 		$1.26M Buy
41,547
+1,976
+5% +$60K 0.57% 32
2019
Q2 		$1.2M Buy
39,571
+6,130
+18% +$181K 0.52% 34
2019
Q1 		$969K Buy
33,441
+12,410
+59% +$351K 0.5% 35
2018
Q4 		$549K Buy
21,031
+19,548
+1,318% +$557K 0.36% 49
2018
Q3 		$46K Buy
+1,483
New +$44.9K 0.03% 313

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 $181M AUM 25.77% 1-Year Est. Return

Patriot Financial Group Insurance Agency's USMF Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2025, closing a stake of 15,115 shares — an estimated $775K sold.

Patriot Financial Group Insurance Agency first reported a position in USMF in Q3 2018 and held it in 28 quarters. The position peaked at $1.81M in Q4 2019. 66 funds tracked by Wall St. Rank hold USMF as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree US Multifactor Fund position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 15,115 WisdomTree US Multifactor Fund shares in Q3 2025, an estimated $775K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree US Multifactor Fund in Q3 2018 and held it in 28 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree US Multifactor Fund position peaked at $1.81M in Q4 2019.
  • 66 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.