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Transce3nd’s WisdomTree US Multifactor Fund USMF Stock Holding History

Transce3nd’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
-154
Closed -$7.89K – 1095
2025
Q2 		$7.89K Hold
154
– – ﹤0.01% 631
2025
Q1 		$7.64K Hold
154
– – ﹤0.01% 631
2024
Q4 		$7.65K Buy
+154
New +$7.78K ﹤0.01% 820

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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

Transce3nd's USMF Position: Q3 2025 in Review

Transce3nd sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2025, closing a stake of 154 shares — an estimated $7.89K sold.

Transce3nd first reported a position in USMF in Q4 2024 and held it in 3 quarters. The position peaked at $7.89K in Q2 2025. 66 funds tracked by Wall St. Rank hold USMF as of Q3 2025.

  • Transce3nd reported no remaining WisdomTree US Multifactor Fund position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 154 WisdomTree US Multifactor Fund shares in Q3 2025, an estimated $7.89K.
  • Transce3nd first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and held it in 3 quarters.
  • Transce3nd's WisdomTree US Multifactor Fund position peaked at $7.89K in Q2 2025.
  • 66 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.