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

Quartz 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
2026 Q1	$305K	Sell	6,175 -3,115	-34%	-$159K	0.12%	128
2025 Q4	$476K	Buy	9,290 +16	+0.2%	+$820	0.18%	100
2025 Q3	$485K	Sell	9,274 -69	-0.7%	-$3.55K	0.18%	115
2025 Q2	$479K	Sell	9,343 -204	-2%	-$10.1K	0.22%	105
2025 Q1	$474K	Sell	9,547 -3,151	-25%	-$159K	0.29%	84
2024 Q4	$631K	Sell	12,698 -7	-0.1%	-$354	0.38%	71
2024 Q3	$621K	Buy	+12,705	New	+$598K	0.39%	73

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

Quartz Partners's USMF Position: Q1 2026 in Review

Quartz Partners reduced its WisdomTree US Multifactor Fund (USMF) stake by 34% in Q1 2026, selling an estimated $159K and leaving 6,175 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #128.

Quartz Partners first reported a position in USMF in Q3 2024 and has held it in 7 quarters since. The position peaked at $631K in Q4 2024. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Quartz Partners held 6,175 shares of WisdomTree US Multifactor Fund worth $305K as of Q1 2026.
Quartz Partners sold 3,115 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $159K.
WisdomTree US Multifactor Fund made up 0.12% of Quartz Partners's portfolio in Q1 2026, its #128 holding.
Quartz Partners first reported a position in WisdomTree US Multifactor Fund in Q3 2024 and has held it in 7 quarters since.
Quartz Partners's WisdomTree US Multifactor Fund position peaked at $631K in Q4 2024.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.