Stratos Wealth Partners’s WisdomTree US Multifactor Fund USMF Stock Holding History

Stratos Wealth 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	$1.59M	Sell	32,296 -501	-2%	-$25.6K	0.02%	631
2025 Q4	$1.68M	Sell	32,797 -1,471	-4%	-$75.4K	0.02%	593
2025 Q3	$1.79M	Sell	34,268 -3,413	-9%	-$175K	0.02%	567
2025 Q2	$1.93M	Sell	37,681 -306	-0.8%	-$15.1K	0.03%	507
2025 Q1	$1.88M	Sell	37,987 -2,708	-7%	-$137K	0.03%	467
2024 Q4	$2.02M	Buy	40,695 +439	+1%	+$22.2K	0.03%	472
2024 Q3	$1.97M	Sell	40,256 -2,135	-5%	-$101K	0.03%	472
2024 Q2	$1.93M	Sell	42,391 -2,965	-7%	-$134K	0.03%	446
2024 Q1	$2.11M	Sell	45,356 -4,324	-9%	-$191K	0.04%	427
2023 Q4	$2.09M	Sell	49,680 -40,334	-45%	-$1.6M	0.04%	404
2023 Q3	$3.46M	Sell	90,014 -2,459	-3%	-$96.2K	0.07%	261
2023 Q2	$3.59M	Sell	92,473 -26,505	-22%	-$992K	0.08%	249
2023 Q1	$4.47M	Buy	118,978 +1,150	+1%	+$43.7K	0.12%	173
2022 Q4	$4.43M	Buy	+117,828	New	+$4.42M	0.11%	194

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

Stratos Wealth Partners's USMF Position: Q1 2026 in Review

Stratos Wealth Partners reduced its WisdomTree US Multifactor Fund (USMF) stake by 1.5% in Q1 2026, selling an estimated $25.6K and leaving 32,296 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #631.

Stratos Wealth Partners first reported a position in USMF in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.47M in Q1 2023. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Stratos Wealth Partners held 32,296 shares of WisdomTree US Multifactor Fund worth $1.59M as of Q1 2026.
Stratos Wealth Partners sold 501 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $25.6K.
WisdomTree US Multifactor Fund made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #631 holding.
Stratos Wealth Partners first reported a position in WisdomTree US Multifactor Fund in Q4 2022 and has held it in 14 quarters since.
Stratos Wealth Partners's WisdomTree US Multifactor Fund position peaked at $4.47M in Q1 2023.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.