Fidelity Investments
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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
Q2 		$94.9K Buy
1,749
+1,066
+156% +$55.5K ﹤0.01% 3999
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
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

Fidelity Investments's USMF Position: Q2 2026 in Review

Fidelity Investments increased its WisdomTree US Multifactor Fund (USMF) stake by 156% in Q2 2026, buying an estimated $55.5K and bringing the position to 1,749 shares worth $94.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3999.

Fidelity Investments first reported a position in USMF in Q4 2018 and has held it in 17 quarters since. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Fidelity Investments held 1,749 shares of WisdomTree US Multifactor Fund worth $94.9K as of Q2 2026.
  • Fidelity Investments bought 1,066 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $55.5K.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3999 holding.
  • Fidelity Investments first reported a position in WisdomTree US Multifactor Fund in Q4 2018 and has held it in 17 quarters since.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.