Western Wealth Management
USMF icon

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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SNS Financial Group
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
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WJ Wealth Management
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.