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

PSI 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
2025 Q2	–	Sell	-372	Closed	-$18.5K	–	654
2025 Q1	$18.5K	Buy	+372	New	+$18.8K	0.01%	377

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

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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

PSI Advisors's USMF Position: Q2 2025 in Review

PSI Advisors sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2025, closing a stake of 372 shares — an estimated $18.5K sold.

PSI Advisors first reported a position in USMF in Q1 2025 and held it in 1 quarter. The position peaked at $18.5K in Q1 2025. 69 funds tracked by Wall St. Rank hold USMF as of Q2 2025.

PSI Advisors reported no remaining WisdomTree US Multifactor Fund position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 372 WisdomTree US Multifactor Fund shares in Q2 2025, an estimated $18.5K.
PSI Advisors first reported a position in WisdomTree US Multifactor Fund in Q1 2025 and held it in 1 quarter.
PSI Advisors's WisdomTree US Multifactor Fund position peaked at $18.5K in Q1 2025.
69 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.