USMF β€” WISDOMTREE U.S. MULTIFACTOR FUND

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  20 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported WISDOMTREE U.S. MULTIFACTOR FUND (USMF) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows USMF at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USMF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in WISDOMTREE U.S. MULTIFACTOR FUND, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

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

Time in book
Holding Window
2023 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.

How CREATIVE FINANCIAL DESIGNS INC /ADV held USMF β€” position size vs. price
% of Fund (quarterly)    USMF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,597 -157 -9.0% 0.00% $79K 2026-04-13 $50.51
2025 Q4 REDUCED 1,754 -24 -1.3% 0.01% $90K 2026-02-06 $51.54
2025 Q3 UNCHANGED 1,778 β€” 0% 0.01% $93K 2025-11-14 (Est.) $50.44
2025 Q2 REDUCED 1,778 -161 -8.3% 0.01% $91K 2025-08-04 $50.48
2025 Q1 REDUCED 1,939 -820 -29.7% 0.01% $96K 2025-04-23 $46.79
2024 Q4 REDUCED 2,759 -521 -15.9% 0.01% $137K 2025-02-10 $50.85
2024 Q3 REDUCED 3,280 -482 -12.8% 0.01% $160K 2024-10-28 $48.21
2024 Q2 REDUCED 3,762 -98 -2.5% 0.02% $171K 2024-08-06 $44.06
2024 Q1 ADDED 3,860 +1,033 +36.5% 0.02% $180K 2024-05-01 $42.89
2023 Q4 REDUCED 2,827 -1,159 -29.1% 0.01% $119K 2024-01-10 $41.11
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and USMF

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

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning USMF?

CREATIVE FINANCIAL DESIGNS INC /ADV reported USMF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported USMF position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for USMF was 0.02% in 2024 Q1.

What is the latest reported USMF position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 1,597 shares, equal to 0.00% of portfolio, with an estimated market value of $79K.

What does the chart on this USMF ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV'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.

← Back to CREATIVE FINANCIAL DESIGNS INC /ADV Holdings