Archer Investment Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Archer Investment 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	$1.32M	Sell	24,356 -2,011	-8%	-$105K	0.45%	52
2026 Q1	$1.3M	Sell	26,367 -74,958	-74%	-$3.82M	0.55%	48
2025 Q4	$5.19M	Sell	101,325 -62,028	-38%	-$3.18M	2.79%	8
2025 Q3	$8.54M	Buy	163,353 +13,177	+9%	+$677K	5.24%	4
2025 Q2	$7.7M	Sell	150,176 -49,730	-25%	-$2.46M	5.59%	8
2025 Q1	$9.92M	Sell	199,906 -76,243	-28%	-$3.85M	6.86%	5
2024 Q4	$13.7M	Buy	+276,149	New	+$13.9M	8.45%	3

Other funds holding USMF

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return