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

Axxcess 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	$828K	Hold	15,272	–	–	0.01%	573
2026 Q1	$754K	Hold	15,272	–	–	0.02%	266
2025 Q4	$783K	Hold	15,272	–	–	0.01%	562
2025 Q3	$798K	Hold	15,272	–	–	0.02%	497
2025 Q2	$783K	Hold	15,272	–	–	0.02%	489
2025 Q1	$758K	Hold	15,272	–	–	0.02%	460
2024 Q4	$759K	Hold	15,272	–	–	0.02%	466
2024 Q3	$746K	Hold	15,272	–	–	0.02%	459
2024 Q2	$694K	Hold	15,272	–	–	0.02%	457
2024 Q1	$711K	Hold	15,272	–	–	0.02%	451
2023 Q4	$642K	Hold	15,272	–	–	0.02%	454
2023 Q3	$587K	Hold	15,272	–	–	0.02%	435
2023 Q2	$592K	Hold	15,272	–	–	0.04%	316
2023 Q1	$573K	Hold	15,272	–	–	0.04%	348
2022 Q4	$574K	Hold	15,272	–	–	0.05%	331
2022 Q3	$522K	Hold	15,272	–	–	0.05%	311
2022 Q2	$554K	Hold	15,272	–	–	0.05%	290
2022 Q1	$626K	Sell	15,272 -515	-3%	-$20.8K	0.05%	308
2021 Q4	$663K	Buy	+15,787	New	+$642K	0.05%	298

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

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

Axxcess Wealth Management held its WisdomTree US Multifactor Fund (USMF) position steady in Q2 2026 at 15,272 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #573.

Axxcess Wealth Management first reported a position in USMF in Q4 2021 and has held it in 19 quarters since. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

Axxcess Wealth Management held 15,272 shares of WisdomTree US Multifactor Fund worth $828K as of Q2 2026.
Axxcess Wealth Management left its WisdomTree US Multifactor Fund share count unchanged in Q2 2026.
WisdomTree US Multifactor Fund made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #573 holding.
Axxcess Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q4 2021 and has held it in 19 quarters since.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.