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 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 $94.2B AUM 21.24% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

Commonwealth Equity Services's USMF Position: Q1 2026 in Review

Commonwealth Equity Services reduced its WisdomTree US Multifactor Fund (USMF) stake by 49% in Q1 2026, selling an estimated $394K and leaving 7,917 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #3423.

Commonwealth Equity Services first reported a position in USMF in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.85M in Q3 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Commonwealth Equity Services held 7,917 shares of WisdomTree US Multifactor Fund worth $391K as of Q1 2026.
Commonwealth Equity Services sold 7,726 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $394K.
WisdomTree US Multifactor Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3423 holding.
Commonwealth Equity Services first reported a position in WisdomTree US Multifactor Fund in Q3 2024 and has held it in 7 quarters since.
Commonwealth Equity Services's WisdomTree US Multifactor Fund position peaked at $5.85M in Q3 2025.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.