PAG
USMF icon

Private Advisor Group’s WisdomTree US Multifactor Fund USMF Stock Holding History

Private Advisor Group’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 		$1.84M Sell
37,278
-10,559
-22% -$539K 0.01% 1097
2025
Q4 		$2.45M Sell
47,837
-22,009
-32% -$1.13M 0.01% 950
2025
Q3 		$3.65M Sell
69,846
-8,647
-11% -$444K 0.02% 751
2025
Q2 		$4.02M Buy
78,493
+68,302
+670% +$3.38M 0.02% 660
2025
Q1 		$506K Sell
10,191
-105,276
-91% -$5.32M ﹤0.01% 1591
2024
Q4 		$5.74M Buy
115,467
+2,112
+2% +$107K 0.03% 480
2024
Q3 		$5.54M Buy
113,355
+239
+0.2% +$11.3K 0.03% 483
2024
Q2 		$5.14M Buy
113,116
+3,075
+3% +$139K 0.03% 472
2024
Q1 		$5.12M Sell
110,041
-22,108
-17% -$976K 0.04% 456
2023
Q4 		$5.56M Buy
132,149
+21,228
+19% +$842K 0.04% 390
2023
Q3 		$4.27M Buy
110,921
+21,257
+24% +$831K 0.04% 442
2023
Q2 		$3.54M Buy
89,664
+8,514
+10% +$319K 0.03% 521
2023
Q1 		$3.05M Buy
81,150
+28,196
+53% +$1.07M 0.03% 539
2022
Q4 		$1.92M Buy
52,954
+1,676
+3% +$62.8K 0.1% 225
2022
Q3 		$1.75M Buy
51,278
+3,283
+7% +$123K 0.02% 675
2022
Q2 		$1.74M Buy
47,995
+831
+2% +$32.3K 0.02% 818
2022
Q1 		$1.93M Buy
47,164
+3,308
+8% +$134K 0.01% 815
2021
Q4 		$1.84M Sell
43,856
-28,596
-39% -$1.16M 0.01% 852
2021
Q3 		$2.82M Buy
72,452
+38,448
+113% +$1.54M 0.02% 745
2021
Q2 		$1.34M Buy
34,004
+4,179
+14% +$163K 0.01% 915
2021
Q1 		$1.13M Buy
29,825
+4,562
+18% +$168K 0.01% 942
2020
Q4 		$888K Buy
+25,263
New +$838K 0.01% 953

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
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM

Private Advisor Group's USMF Position: Q1 2026 in Review

Private Advisor Group reduced its WisdomTree US Multifactor Fund (USMF) stake by 22% in Q1 2026, selling an estimated $539K and leaving 37,278 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #1097.

Private Advisor Group first reported a position in USMF in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.74M in Q4 2024. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

  • Private Advisor Group held 37,278 shares of WisdomTree US Multifactor Fund worth $1.84M as of Q1 2026.
  • Private Advisor Group sold 10,559 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $539K.
  • WisdomTree US Multifactor Fund made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1097 holding.
  • Private Advisor Group first reported a position in WisdomTree US Multifactor Fund in Q4 2020 and has held it in 22 quarters since.
  • Private Advisor Group's WisdomTree US Multifactor Fund position peaked at $5.74M in Q4 2024.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.