UAG
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United Advisor Group’s WisdomTree US Multifactor Fund USMF Stock Holding History

United Advisor Group’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 		$741K Sell
15,009
-11,939
-44% -$609K 0.09% 226
2025
Q4 		$1.38M Buy
26,948
+7,902
+41% +$405K 0.17% 142
2025
Q3 		$996K Buy
+19,046
New +$979K 0.13% 166

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

United Advisor Group's USMF Position: Q1 2026 in Review

United Advisor Group reduced its WisdomTree US Multifactor Fund (USMF) stake by 44% in Q1 2026, selling an estimated $609K and leaving 15,009 shares worth $741K. The position accounts for 0.09% of the portfolio, ranked #226.

United Advisor Group first reported a position in USMF in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q4 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

  • United Advisor Group held 15,009 shares of WisdomTree US Multifactor Fund worth $741K as of Q1 2026.
  • United Advisor Group sold 11,939 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $609K.
  • WisdomTree US Multifactor Fund made up 0.09% of United Advisor Group's portfolio in Q1 2026, its #226 holding.
  • United Advisor Group first reported a position in WisdomTree US Multifactor Fund in Q3 2025 and has held it in 3 quarters since.
  • United Advisor Group's WisdomTree US Multifactor Fund position peaked at $1.38M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.