WWM
USMF icon

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

WJ 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
Q3 		– Sell
-108,945
Closed -$5.58M – 102
2025
Q2 		$5.58M Sell
108,945
-71,128
-39% -$3.52M 1.76% 21
2025
Q1 		$8.94M Buy
+180,073
New +$9.1M 3.16% 11

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

WJ Wealth Management's USMF Position: Q3 2025 in Review

WJ Wealth Management sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2025, closing a stake of 108,945 shares — an estimated $5.58M sold.

WJ Wealth Management first reported a position in USMF in Q1 2025 and held it in 2 quarters. The position peaked at $8.94M in Q1 2025. 66 funds tracked by Wall St. Rank hold USMF as of Q3 2025.

  • WJ Wealth Management reported no remaining WisdomTree US Multifactor Fund position as of Q3 2025 after selling out during the quarter.
  • WJ Wealth Management sold 108,945 WisdomTree US Multifactor Fund shares in Q3 2025, an estimated $5.58M.
  • WJ Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q1 2025 and held it in 2 quarters.
  • WJ Wealth Management's WisdomTree US Multifactor Fund position peaked at $8.94M in Q1 2025.
  • 66 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.