SL
USMF icon

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

Systelligence 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
2025
Q3 		– Sell
-229,503
Closed -$11.8M – 63
2025
Q2 		$11.8M Buy
+229,503
New +$11.3M 2.18% 14

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 $25.5B 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 $220M AUM 10.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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