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 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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

AE Wealth Management's USMF Position: Q1 2026 in Review

AE Wealth Management held its WisdomTree US Multifactor Fund (USMF) position steady in Q1 2026 at 495 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

AE Wealth Management first reported a position in USMF in Q2 2019 and has held it in 15 quarters since. The position peaked at $2.39M in Q1 2022. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

AE Wealth Management held 495 shares of WisdomTree US Multifactor Fund worth $24.4K as of Q1 2026.
AE Wealth Management left its WisdomTree US Multifactor Fund share count unchanged in Q1 2026.
WisdomTree US Multifactor Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2104 holding.
AE Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q2 2019 and has held it in 15 quarters since.
AE Wealth Management's WisdomTree US Multifactor Fund position peaked at $2.39M in Q1 2022.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.