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 Q2	–	Sell	-6,175	Closed	-$305K	–	210
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 $104B AUM 28.3% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Quartz Partners's USMF Position: Q2 2026 in Review

Quartz Partners sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2026, closing a stake of 6,175 shares — an estimated $305K sold.

Quartz Partners first reported a position in USMF in Q3 2024 and held it in 7 quarters. The position peaked at $631K in Q4 2024. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

Quartz Partners reported no remaining WisdomTree US Multifactor Fund position as of Q2 2026 after selling out during the quarter.
Quartz Partners sold 6,175 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $305K.
Quartz Partners first reported a position in WisdomTree US Multifactor Fund in Q3 2024 and held it in 7 quarters.
Quartz Partners's WisdomTree US Multifactor Fund position peaked at $631K in Q4 2024.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.