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

Sanctuary 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 Q3	–	Sell	-4,540	Closed	-$233K	–	2550
2025 Q2	$233K	Sell	4,540 -2,659	-37%	-$131K	﹤0.01%	2072
2025 Q1	$357K	Sell	7,199 -97,922	-93%	-$4.95M	﹤0.01%	1689
2024 Q4	$5.45M	Buy	105,121 +1,385	+1%	+$69.9K	0.03%	473
2024 Q3	$5.43M	Buy	103,736 +9,084	+10%	+$428K	0.03%	473
2024 Q2	$4.22M	Buy	+94,652	New	+$4.29M	0.03%	518

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

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

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 1-Year Est. Return

Sanctuary Advisors's USMF Position: Q3 2025 in Review

Sanctuary Advisors sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2025, closing a stake of 4,540 shares — an estimated $233K sold.

Sanctuary Advisors first reported a position in USMF in Q2 2024 and held it in 5 quarters. The position peaked at $5.45M in Q4 2024. 66 funds tracked by Wall St. Rank hold USMF as of Q3 2025.

Sanctuary Advisors reported no remaining WisdomTree US Multifactor Fund position as of Q3 2025 after selling out during the quarter.
Sanctuary Advisors sold 4,540 WisdomTree US Multifactor Fund shares in Q3 2025, an estimated $233K.
Sanctuary Advisors first reported a position in WisdomTree US Multifactor Fund in Q2 2024 and held it in 5 quarters.
Sanctuary Advisors's WisdomTree US Multifactor Fund position peaked at $5.45M in Q4 2024.
66 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2025.

Based on Sanctuary Advisors's 13F filing for Q3 2025, filed 6 Jan 2026.