Commonwealth Equity Services’s WisdomTree US Multifactor Fund USMF Stock Holding History

Commonwealth Equity Services’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	$391K	Sell	7,205 -712	-9%	-$37.1K	﹤0.01%	3514
2026 Q1	$391K	Sell	7,917 -7,726	-49%	-$394K	﹤0.01%	3423
2025 Q4	$802K	Sell	15,643 -96,295	-86%	-$4.93M	﹤0.01%	2766
2025 Q3	$5.85M	Buy	111,938 +9,712	+10%	+$499K	0.01%	1235
2025 Q2	$5.24M	Buy	102,226 +14,133	+16%	+$699K	0.01%	1305
2025 Q1	$4.37M	Buy	88,093 +43,284	+97%	+$2.19M	0.01%	1365
2024 Q4	$2.23M	Buy	44,809 +35,029	+358%	+$1.77M	﹤0.01%	1787
2024 Q3	$478K	Buy	+9,780	New	+$460K	﹤0.01%	2928

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

Commonwealth Equity Services's USMF Position: Q2 2026 in Review

Commonwealth Equity Services reduced its WisdomTree US Multifactor Fund (USMF) stake by 9% in Q2 2026, selling an estimated $37.1K and leaving 7,205 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #3514.

Commonwealth Equity Services first reported a position in USMF in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.85M in Q3 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

Commonwealth Equity Services held 7,205 shares of WisdomTree US Multifactor Fund worth $391K as of Q2 2026.
Commonwealth Equity Services sold 712 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $37.1K.
WisdomTree US Multifactor Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3514 holding.
Commonwealth Equity Services first reported a position in WisdomTree US Multifactor Fund in Q3 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's WisdomTree US Multifactor Fund position peaked at $5.85M in Q3 2025.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.