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

AE 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
2026
Q2 		$26.2K Sell
483
-12
-2% -$625 ﹤0.01% 2206
2026
Q1 		$24.4K Hold
495
– – ﹤0.01% 2104
2025
Q4 		$25.4K Hold
495
– – ﹤0.01% 1984
2025
Q3 		$25.9K Hold
495
– – ﹤0.01% 1850
2025
Q2 		$25.4K Buy
495
+483
+4,025% +$23.9K ﹤0.01% 1718
2025
Q1 		$595 Hold
12
– – ﹤0.01% 2096
2024
Q4 		$596 Buy
+12
New +$606 ﹤0.01% 2069
2022
Q4 		– Sell
-53,044
Closed -$1.81M – 1923
2022
Q3 		$1.81M Buy
53,044
+2,349
+5% +$87.8K 0.01% 733
2022
Q2 		$1.84M Sell
50,695
-7,533
-13% -$293K 0.01% 696
2022
Q1 		$2.39M Buy
+58,228
New +$2.35M 0.02% 655
2021
Q3 		– Sell
-26,248
Closed -$1.03M – 1719
2021
Q2 		$1.03M Buy
+26,248
New +$1.03M 0.01% 827
2020
Q3 		– Sell
-19,418
Closed -$579K – 1386
2020
Q2 		$579K Buy
19,418
+137
+0.7% +$3.84K 0.01% 821
2020
Q1 		$473K Buy
19,281
+254
+1% +$7.64K 0.01% 706
2019
Q4 		$608K Buy
19,027
+3,481
+22% +$108K 0.01% 672
2019
Q3 		$472K Buy
15,546
+3,237
+26% +$98.2K 0.01% 632
2019
Q2 		$370K Buy
+12,309
New +$364K 0.01% 676

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

AE Wealth Management's USMF Position: Q2 2026 in Review

AE Wealth Management reduced its WisdomTree US Multifactor Fund (USMF) stake by 2.4% in Q2 2026, selling an estimated $625 and leaving 483 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

AE Wealth Management first reported a position in USMF in Q2 2019 and has held it in 16 quarters since. The position peaked at $2.39M in Q1 2022. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • AE Wealth Management held 483 shares of WisdomTree US Multifactor Fund worth $26.2K as of Q2 2026.
  • AE Wealth Management sold 12 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $625.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2206 holding.
  • AE Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q2 2019 and has held it in 16 quarters since.
  • AE Wealth Management's WisdomTree US Multifactor Fund position peaked at $2.39M in Q1 2022.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.