Carson Wealth (CWM LLC)
USMF icon

Carson Wealth (CWM LLC)’s WisdomTree US Multifactor Fund USMF Stock Holding History

Carson Wealth (CWM LLC)’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 		$773K Sell
15,658
-15,489
-50% -$790K ﹤0.01% 1707
2025
Q4 		$1.6M Buy
31,147
+19,229
+161% +$985K ﹤0.01% 1254
2025
Q3 		$623K Sell
11,918
-18,708
-61% -$962K ﹤0.01% 1680
2025
Q2 		$1.57M Buy
+30,626
New +$1.51M 0.01% 1043

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM

Carson Wealth (CWM LLC)'s USMF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its WisdomTree US Multifactor Fund (USMF) stake by 50% in Q1 2026, selling an estimated $790K and leaving 15,658 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Carson Wealth (CWM LLC) first reported a position in USMF in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.6M in Q4 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,658 shares of WisdomTree US Multifactor Fund worth $773K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 15,489 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $790K.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1707 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree US Multifactor Fund in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree US Multifactor Fund position peaked at $1.6M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.