CFD
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Creative Financial Designs’s WisdomTree US Multifactor Fund USMF Stock Holding History

Creative Financial Designs’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 		$86.6K Hold
1,597
– – ﹤0.01% 843
2026
Q1 		$78.9K Sell
1,597
-157
-9% -$8.01K ﹤0.01% 745
2025
Q4 		$89.9K Sell
1,754
-24
-1% -$1.23K 0.01% 686
2025
Q3 		$92.9K Hold
1,778
– – 0.01% 667
2025
Q2 		$91.1K Sell
1,778
-161
-8% -$7.96K 0.01% 691
2025
Q1 		$96.2K Sell
1,939
-820
-30% -$41.4K 0.01% 631
2024
Q4 		$137K Sell
2,759
-521
-16% -$26.3K 0.01% 530
2024
Q3 		$160K Sell
3,280
-482
-13% -$22.7K 0.01% 503
2024
Q2 		$171K Sell
3,762
-98
-3% -$4.44K 0.02% 468
2024
Q1 		$180K Buy
3,860
+1,033
+37% +$45.6K 0.02% 442
2023
Q4 		$119K Sell
2,827
-1,159
-29% -$46K 0.01% 505
2023
Q3 		$153K Buy
3,986
+685
+21% +$26.8K 0.02% 396
2023
Q2 		$128K Buy
3,301
+1,689
+105% +$63.2K 0.02% 432
2023
Q1 		$60.5K Buy
1,612
+14
+0.9% +$532 0.01% 555
2022
Q4 		$60.1K Sell
1,598
-177
-10% -$6.64K 0.01% 540
2022
Q3 		$61K Sell
1,775
-90
-5% -$3.36K 0.01% 512
2022
Q2 		$68K Buy
1,865
+89
+5% +$3.46K 0.01% 499
2022
Q1 		$73K Buy
1,776
+202
+13% +$8.17K 0.01% 482
2021
Q4 		$66K Sell
1,574
-93
-6% -$3.78K 0.01% 519
2021
Q3 		$65K Buy
1,667
+664
+66% +$26.5K 0.01% 547
2021
Q2 		$39K Buy
+1,003
New +$39.2K 0.01% 675

Other funds holding USMF

HighTower Advisors
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Creative Financial Designs's USMF Position: Q2 2026 in Review

Creative Financial Designs held its WisdomTree US Multifactor Fund (USMF) position steady in Q2 2026 at 1,597 shares worth $86.6K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Creative Financial Designs first reported a position in USMF in Q2 2021 and has held it in 21 quarters since. The position peaked at $180K in Q1 2024. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Creative Financial Designs held 1,597 shares of WisdomTree US Multifactor Fund worth $86.6K as of Q2 2026.
  • Creative Financial Designs left its WisdomTree US Multifactor Fund share count unchanged in Q2 2026.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #843 holding.
  • Creative Financial Designs first reported a position in WisdomTree US Multifactor Fund in Q2 2021 and has held it in 21 quarters since.
  • Creative Financial Designs's WisdomTree US Multifactor Fund position peaked at $180K in Q1 2024.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.