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SWMG LLC’s WisdomTree US Multifactor Fund USMF Stock Holding History

SWMG LLC’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
-3,933
Closed -$203K – 132
2025
Q4 		$203K Buy
+3,933
New +$202K 0.06% 118

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM

SWMG LLC's USMF Position: Q1 2026 in Review

SWMG LLC sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2026, closing a stake of 3,933 shares — an estimated $203K sold.

SWMG LLC first reported a position in USMF in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

  • SWMG LLC reported no remaining WisdomTree US Multifactor Fund position as of Q1 2026 after selling out during the quarter.
  • SWMG LLC sold 3,933 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $203K.
  • SWMG LLC first reported a position in WisdomTree US Multifactor Fund in Q4 2025 and held it in 1 quarter.
  • SWMG LLC's WisdomTree US Multifactor Fund position peaked at $203K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on SWMG LLC's 13F filing for Q1 2026, filed 24 Apr 2026.