Cetera Investment Advisers’s WisdomTree US Multifactor Fund USMF Stock Holding History

Cetera Investment Advisers’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	$5.45M	Sell	100,409 -3,323	-3%	-$173K	0.01%	1553
2026 Q1	$5.12M	Sell	103,732 -3,911	-4%	-$199K	0.01%	1486
2025 Q4	$5.52M	Buy	107,643 +12,042	+13%	+$617K	0.01%	1398
2025 Q3	$5M	Buy	95,601 +39,786	+71%	+$2.04M	0.01%	1408
2025 Q2	$2.86M	Buy	55,815 +8,960	+19%	+$443K	﹤0.01%	1578
2025 Q1	$2.32M	Sell	46,855 -73,328	-61%	-$3.71M	﹤0.01%	1646
2024 Q4	$5.97M	Buy	120,183 +108,655	+943%	+$5.49M	0.01%	950
2024 Q3	$563K	Buy	11,528 +1,152	+11%	+$54.2K	﹤0.01%	2559
2024 Q2	$471K	Sell	10,376 -1,640	-14%	-$74.3K	﹤0.01%	2635
2024 Q1	$559K	Buy	+12,016	New	+$530K	﹤0.01%	2519
2023 Q4	–	Sell	-10,640	Closed	-$409K	–	2356
2023 Q3	$409K	Buy	10,640 +1,409	+15%	+$55.1K	﹤0.01%	1534
2023 Q2	$358K	Buy	9,231 +2,215	+32%	+$82.9K	﹤0.01%	1633
2023 Q1	$263K	Buy	+7,016	New	+$267K	﹤0.01%	1780

Other funds holding USMF

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers's USMF Position: Q2 2026 in Review

Cetera Investment Advisers reduced its WisdomTree US Multifactor Fund (USMF) stake by 3.2% in Q2 2026, selling an estimated $173K and leaving 100,409 shares worth $5.45M. The position accounts for 0.01% of the portfolio, ranked #1553.

Cetera Investment Advisers first reported a position in USMF in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.97M in Q4 2024. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

Cetera Investment Advisers held 100,409 shares of WisdomTree US Multifactor Fund worth $5.45M as of Q2 2026.
Cetera Investment Advisers sold 3,323 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $173K.
WisdomTree US Multifactor Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1553 holding.
Cetera Investment Advisers first reported a position in WisdomTree US Multifactor Fund in Q1 2023 and has held it in 13 quarters since.
Cetera Investment Advisers's WisdomTree US Multifactor Fund position peaked at $5.97M in Q4 2024.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.