Sunbelt Securities’s WisdomTree US Multifactor Fund USMF Stock Holding History

Sunbelt Securities’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	–	Sell	-42	Closed	-$2.15K	–	3085
2025 Q4	$2.15K	Hold	42	–	–	﹤0.01%	1867
2025 Q3	$2.19K	Buy	+42	New	+$2.16K	﹤0.01%	1843
2024 Q3	–	Sell	-1,511	Closed	-$68.7K	–	1902
2024 Q2	$68.7K	Buy	1,511 +5	+0.3%	+$227	0.01%	830
2024 Q1	$70.1K	Sell	1,506 -2,625	-64%	-$116K	0.01%	794
2023 Q4	$174K	Buy	4,131 +18	+0.4%	+$714	0.02%	535
2023 Q3	$158K	Sell	4,113 -1,801	-30%	-$70.4K	0.02%	543
2023 Q2	$229K	Buy	5,914 +16	+0.3%	+$599	0.03%	435
2023 Q1	$218K	Buy	5,898 +11	+0.2%	+$418	0.04%	416
2022 Q4	$221K	Buy	5,887 +21	+0.4%	+$787	0.04%	407
2022 Q3	$200K	Buy	5,866 +20	+0.3%	+$748	0.04%	407
2022 Q2	$212K	Buy	5,846 +18	+0.3%	+$699	0.04%	404
2022 Q1	$242K	Buy	+5,828	New	+$236K	0.04%	401
2020 Q1	–	Sell	-9,288	Closed	-$297K	–	641
2019 Q4	$297K	Sell	9,288 -71	-0.8%	-$2.21K	0.03%	445
2019 Q3	$284K	Buy	+9,359	New	+$284K	0.03%	428

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

Sunbelt Securities's USMF Position: Q1 2026 in Review

Sunbelt Securities sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2026, closing a stake of 42 shares — an estimated $2.15K sold.

Sunbelt Securities first reported a position in USMF in Q3 2019 and held it in 14 quarters. The position peaked at $297K in Q4 2019. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Sunbelt Securities reported no remaining WisdomTree US Multifactor Fund position as of Q1 2026 after selling out during the quarter.
Sunbelt Securities sold 42 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $2.15K.
Sunbelt Securities first reported a position in WisdomTree US Multifactor Fund in Q3 2019 and held it in 14 quarters.
Sunbelt Securities's WisdomTree US Multifactor Fund position peaked at $297K in Q4 2019.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.