Western Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Western Wealth Management’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 Q1	–	Sell	-40,067	Closed	-$1.99M	–	785
2024 Q4	$1.99M	Sell	40,067 -42,284	-51%	-$2.14M	0.11%	194
2024 Q3	$4.02M	Buy	+82,351	New	+$3.88M	0.23%	89

Other funds holding USMF

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $253M AUM 28.6% 1-Year Est. Return

Western Wealth Management's USMF Position: Q1 2025 in Review

Western Wealth Management sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2025, closing a stake of 40,067 shares — an estimated $1.99M sold.

Western Wealth Management first reported a position in USMF in Q3 2024 and held it in 2 quarters. The position peaked at $4.02M in Q3 2024. 65 funds tracked by Wall St. Rank hold USMF as of Q1 2025.

Western Wealth Management reported no remaining WisdomTree US Multifactor Fund position as of Q1 2025 after selling out during the quarter.
Western Wealth Management sold 40,067 WisdomTree US Multifactor Fund shares in Q1 2025, an estimated $1.99M.
Western Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q3 2024 and held it in 2 quarters.
Western Wealth Management's WisdomTree US Multifactor Fund position peaked at $4.02M in Q3 2024.
65 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2025.

Based on Western Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.