Smartleaf Asset Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Smartleaf Asset Management’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	$4.47K	Hold	92	–	–	﹤0.01%	2705
2025 Q4	$4.76K	Hold	92	–	–	﹤0.01%	2718
2025 Q3	$4.81K	Sell	92 -6	-6%	-$308	﹤0.01%	2390
2025 Q2	$4.98K	Sell	98 -772	-89%	-$38.2K	﹤0.01%	2054
2025 Q1	$42.9K	Sell	870 -73,307	-99%	-$3.7M	﹤0.01%	1225
2024 Q4	$3.69M	Sell	74,177 -873	-1%	-$44.1K	0.38%	46
2024 Q3	$3.66M	Buy	75,050 +430	+0.6%	+$20.2K	0.44%	46
2024 Q2	$3.39M	Buy	74,620 +2,947	+4%	+$134K	0.56%	35
2024 Q1	$3.32M	Buy	71,673 +10,545	+17%	+$465K	0.64%	33
2023 Q4	$2.57M	Buy	+61,128	New	+$2.42M	0.69%	34

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

Smartleaf Asset Management's USMF Position: Q1 2026 in Review

Smartleaf Asset Management held its WisdomTree US Multifactor Fund (USMF) position steady in Q1 2026 at 92 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

Smartleaf Asset Management first reported a position in USMF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.69M in Q4 2024. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Smartleaf Asset Management held 92 shares of WisdomTree US Multifactor Fund worth $4.47K as of Q1 2026.
Smartleaf Asset Management left its WisdomTree US Multifactor Fund share count unchanged in Q1 2026.
WisdomTree US Multifactor Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2705 holding.
Smartleaf Asset Management first reported a position in WisdomTree US Multifactor Fund in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's WisdomTree US Multifactor Fund position peaked at $3.69M in Q4 2024.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.