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

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Archer Investment Management's USMF Position: Q2 2026 in Review

Archer Investment Management reduced its WisdomTree US Multifactor Fund (USMF) stake by 7.6% in Q2 2026, selling an estimated $105K and leaving 24,356 shares worth $1.32M. The position accounts for 0.45% of the portfolio, ranked #52.

Archer Investment Management first reported a position in USMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.7M in Q4 2024. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

Archer Investment Management held 24,356 shares of WisdomTree US Multifactor Fund worth $1.32M as of Q2 2026.
Archer Investment Management sold 2,011 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $105K.
WisdomTree US Multifactor Fund made up 0.45% of Archer Investment Management's portfolio in Q2 2026, its #52 holding.
Archer Investment Management first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and has held it in 7 quarters since.
Archer Investment Management's WisdomTree US Multifactor Fund position peaked at $13.7M in Q4 2024.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Archer Investment Management's 13F filing for Q2 2026, filed 7 Jul 2026.