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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

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GVAG
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SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Systelligence LLC's USMF Position: Q3 2025 in Review

Systelligence LLC sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2025, closing a stake of 229,503 shares — an estimated $11.8M sold.

Systelligence LLC first reported a position in USMF in Q2 2025 and held it in 1 quarter. The position peaked at $11.8M in Q2 2025. 66 funds tracked by Wall St. Rank hold USMF as of Q3 2025.

  • Systelligence LLC reported no remaining WisdomTree US Multifactor Fund position as of Q3 2025 after selling out during the quarter.
  • Systelligence LLC sold 229,503 WisdomTree US Multifactor Fund shares in Q3 2025, an estimated $11.8M.
  • Systelligence LLC first reported a position in WisdomTree US Multifactor Fund in Q2 2025 and held it in 1 quarter.
  • Systelligence LLC's WisdomTree US Multifactor Fund position peaked at $11.8M in Q2 2025.
  • 66 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2025.

Based on Systelligence LLC's 13F filing for Q3 2025, filed 13 Nov 2025.