Raymond James Financial’s WisdomTree US Multifactor Fund USMF Stock Holding History

Raymond James Financial’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 Q3	$2.14M	Sell	41,028 -1,376	-3%	-$73K	﹤0.01%	3465
2026 Q2	$2.3M	Sell	42,404 -4,209	-9%	-$219K	﹤0.01%	3388
2026 Q1	$2.3M	Sell	46,613 -272,190	-85%	-$13.9M	﹤0.01%	3246
2025 Q4	$16.3M	Sell	318,803 -41,810	-12%	-$2.14M	0.01%	1582
2025 Q3	$18.8M	Sell	360,613 -63,159	-15%	-$3.25M	0.01%	1452
2025 Q2	$21.7M	Buy	423,772 +6,841	+2%	+$338K	0.01%	1313
2025 Q1	$20.7M	Buy	416,931 +73,907	+22%	+$3.73M	0.01%	1280
2024 Q4	$17M	Buy	+343,024	New	+$17.3M	0.01%	1441

Other funds holding USMF

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

SNS Financial Group Minneapolis, Minnesota $3.53B AUM 15.18% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Evolve Private Wealth Los Angeles, California $2.11B AUM 26.82% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial's USMF Position: Q3 2026 in Review

Raymond James Financial reduced its WisdomTree US Multifactor Fund (USMF) stake by 3.2% in Q3 2026, selling an estimated $73K and leaving 41,028 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #3465.

Raymond James Financial first reported a position in USMF in Q4 2024 and has held it in 8 quarters since. The position peaked at $21.7M in Q2 2025. 51 funds tracked by Wall St. Rank hold USMF as of Q3 2026.

Raymond James Financial held 41,028 shares of WisdomTree US Multifactor Fund worth $2.14M as of Q3 2026.
Raymond James Financial sold 1,376 WisdomTree US Multifactor Fund shares in Q3 2026, an estimated $73K.
WisdomTree US Multifactor Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #3465 holding.
Raymond James Financial first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's WisdomTree US Multifactor Fund position peaked at $21.7M in Q2 2025.
51 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.