Fidelity Investments’s WisdomTree US Multifactor Fund USMF Stock Holding History

Fidelity Investments’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	$33.7K	Buy	683 +240	+54%	+$12.2K	﹤0.01%	4294
2025 Q4	$22.7K	Buy	443 +318	+254%	+$16.3K	﹤0.01%	4418
2025 Q3	$6.53K	Buy	125 +3	+2%	+$154	﹤0.01%	4716
2025 Q2	$6.25K	Hold	122	–	–	﹤0.01%	4657
2025 Q1	$6.05K	Buy	+122	New	+$6.17K	﹤0.01%	4650
2024 Q4	–	Sell	-407	Closed	-$19.9K	–	5820
2024 Q3	$19.9K	Buy	407 +406	+40,600%	+$19.1K	﹤0.01%	4181
2024 Q2	$45	Buy	+1	New	+$45	﹤0.01%	5075
2024 Q1	–	Sell	-1	Closed	-$42	–	5731
2023 Q4	$42	Buy	+1	New	+$40	﹤0.01%	5060
2023 Q3	–	Sell	-4	Closed	-$155	–	5533
2023 Q2	$155	Buy	+4	New	+$150	﹤0.01%	4927
2022 Q3	–	Sell	-1	Closed	–	–	5423
2022 Q2	$0	Hold	1	–	–	﹤0.01%	5502
2022 Q1	$0	Hold	1	–	–	﹤0.01%	5503
2021 Q4	$0	Hold	1	–	–	﹤0.01%	4953
2021 Q3	$0	Buy	+1	New	+$40	﹤0.01%	5062
2021 Q2	–	Sell	-1	Closed	–	–	4905
2021 Q1	$0	Buy	+1	New	+$37	﹤0.01%	4556
2019 Q2	–	Sell	-1	Closed	–	–	4197
2019 Q1	$0	Sell	1 -27	-96%	-$763	﹤0.01%	4232
2018 Q4	$1K	Buy	+28	New	+$797	﹤0.01%	3430

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

Fidelity Investments's USMF Position: Q1 2026 in Review

Fidelity Investments increased its WisdomTree US Multifactor Fund (USMF) stake by 54% in Q1 2026, buying an estimated $12.2K and bringing the position to 683 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4294.

Fidelity Investments first reported a position in USMF in Q4 2018 and has held it in 16 quarters since. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Fidelity Investments held 683 shares of WisdomTree US Multifactor Fund worth $33.7K as of Q1 2026.
Fidelity Investments bought 240 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $12.2K.
WisdomTree US Multifactor Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4294 holding.
Fidelity Investments first reported a position in WisdomTree US Multifactor Fund in Q4 2018 and has held it in 16 quarters since.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.