COLUMBIA ADVISORY PARTNERS LLC USMF — WISDOMTREE TR

Ownership history in COLUMBIA ADVISORY PARTNERS LLC  ·  6 quarters on record

AI Ownership Summary

COLUMBIA ADVISORY PARTNERS LLC reported WISDOMTREE TR (USMF) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 7.22% in 2024 Q4. The latest visible filing shows USMF at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USMF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COLUMBIA ADVISORY PARTNERS LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

USMF was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.22% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

USMF stock page COLUMBIA ADVISORY PARTNERS LLC fund profile COLUMBIA ADVISORY PARTNERS LLC full holdings
How COLUMBIA ADVISORY PARTNERS LLC held USMF — position size vs. price
% of Fund (quarterly)    USMF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 11,234 -117,111 -91.2% 0.35% $555K 2026-04-23 $51.26
2025 Q4 REDUCED 20.1% -3.3% ✅ 128,345 -32,227 -20.1% 4.48% $6.6M 2026-01-22 $51.65
2025 Q3 REDUCED — — — 160,572 -995 -0.6% 5.80% $8.4M 2025-10-24 $51.24
2025 Q2 ADDED — — — 161,567 +20,978 +14.9% 6.27% $8.3M 2025-07-24 $50.74
2025 Q1 REDUCED 10.1% +3.7% ❌ 140,589 -15,734 -10.1% 6.05% $7.0M 2025-04-15 $46.78
2024 Q4 INITIATED — — — 156,323 — — 7.22% $7.8M 2025-01-13 $48.45

🏢 Other funds also holding USMF

As of 2026 Q1 — sorted by position size

SNS Financial Group, LLC 3Y 7Y 1.92% WealthPoint Financial, LLC 0.84% Archer Investment Management, LLC 0.55% EVOLVE PRIVATE WEALTH, LLC 0.21% United Advisor Group, LLC 0.09% Financial Enhancement Group LLC 3Y 7Y 0.04% Merit Financial Group, LLC 3Y 7Y 0.02% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.02% NBC SECURITIES, INC. 0.01% CoreCap Advisors, LLC 3Y 0.01%

FAQ About COLUMBIA ADVISORY PARTNERS LLC and USMF

These are the practical questions this page is built to answer before you even open the full history table.

How long has COLUMBIA ADVISORY PARTNERS LLC reported owning USMF?

COLUMBIA ADVISORY PARTNERS LLC reported USMF across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported USMF position in COLUMBIA ADVISORY PARTNERS LLC's portfolio?

The largest reported portfolio weight for USMF was 7.22% in 2024 Q4.

What is the latest reported USMF position on this page?

The most recent filing on this page is 2026 Q1, when COLUMBIA ADVISORY PARTNERS LLC reported 11,234 shares, equal to 0.35% of portfolio, with an estimated market value of $555K.

What does the chart on this USMF ownership page compare?

The chart compares COLUMBIA ADVISORY PARTNERS LLC's quarterly USMF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did COLUMBIA ADVISORY PARTNERS LLC time their USMF position?

Based on 13F filing dates vs. subsequent USMF price moves, COLUMBIA ADVISORY PARTNERS LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on USMF relative to SPY over the holding period was -14.1%.

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