FEG
USMF icon

Financial Enhancement Group’s WisdomTree US Multifactor Fund USMF Stock Holding History

Financial Enhancement Group’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 		$315K Buy
5,807
+55
+1% +$2.87K 0.04% 120
2026
Q1 		$296K Sell
5,752
-49,154
-90% -$2.51M 0.04% 125
2025
Q4 		$2.83M Sell
54,906
-1,304
-2% -$66.8K 0.37% 65
2025
Q3 		$2.92M Buy
56,210
+2,953
+6% +$152K 0.39% 57
2025
Q2 		$2.68M Sell
53,257
-1,614
-3% -$79.8K 0.38% 59
2025
Q1 		$2.59M Buy
54,871
+14,374
+35% +$726K 0.4% 57
2024
Q4 		$2M Sell
40,497
-20,967
-34% -$1.06M 0.31% 60
2024
Q3 		$2.26M Buy
61,464
+34,673
+129% +$1.63M 0.44% 54
2024
Q2 		$1.25M Sell
26,791
-1,662
-6% -$75.3K 0.2% 69
2024
Q1 		$1.27M Sell
28,453
-2,677
-9% -$118K 0.21% 76
2023
Q4 		$1.32M Sell
31,130
-27,794
-47% -$1.1M 0.23% 66
2023
Q3 		$2.29M Sell
58,924
-614
-1% -$24K 0.44% 54
2023
Q2 		$2.35M Sell
59,538
-1,926
-3% -$72.1K 0.43% 56
2023
Q1 		$2.26M Sell
61,464
-2,801
-4% -$106K 0.44% 54
2022
Q4 		$2.51M Sell
64,265
-474
-0.7% -$17.8K 0.48% 56
2022
Q3 		$2.21M Buy
64,739
+3,885
+6% +$145K 0.51% 45
2022
Q2 		$2.21M Buy
60,854
+4,611
+8% +$179K 0.48% 43
2022
Q1 		$2.3M Buy
56,243
+5,500
+11% +$222K 0.43% 48
2021
Q4 		$2.13M Sell
50,743
-1,158
-2% -$47.1K 0.37% 43
2021
Q3 		$2.02M Buy
51,901
+2,242
+5% +$89.6K 0.38% 46
2021
Q2 		$1.95M Sell
49,659
-4,032
-8% -$158K 0.4% 45
2021
Q1 		$2.03M Sell
53,691
-17,910
-25% -$661K 0.41% 45
2020
Q4 		$2.52M Sell
71,601
-16,112
-18% -$535K 0.53% 42
2020
Q3 		$2.75M Sell
87,713
-3,785
-4% -$119K 0.64% 40
2020
Q2 		$2.73M Sell
91,498
-130,069
-59% -$3.64M 0.69% 34
2020
Q1 		$5.43M Sell
221,567
-130,384
-37% -$3.92M 1.61% 20
2019
Q4 		$11.2M Buy
351,951
+120,688
+52% +$3.76M 2.83% 10
2019
Q3 		$7.02M Buy
231,263
+79,014
+52% +$2.4M 1.89% 18
2019
Q2 		$4.58M Buy
152,249
+8,845
+6% +$261K 1.34% 28
2019
Q1 		$4.16M Buy
143,404
+22,764
+19% +$643K 1.26% 28
2018
Q4 		$3.71M Hold
120,640
– – 1.17% 29
2018
Q3 		$3.71M Buy
120,640
+3,487
+3% +$106K 1.17% 29
2018
Q2 		$3.39M Buy
117,153
+40,865
+54% +$1.17M 1.17% 26
2018
Q1 		$2.14M Buy
76,288
+19,133
+33% +$542K 0.75% 32
2017
Q4 		$1.59M Buy
+57,155
New +$1.53M 0.59% 35

Other funds holding USMF

TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Financial Enhancement Group's USMF Position: Q2 2026 in Review

Financial Enhancement Group increased its WisdomTree US Multifactor Fund (USMF) stake by 0.96% in Q2 2026, buying an estimated $2.87K and bringing the position to 5,807 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #120.

Financial Enhancement Group first reported a position in USMF in Q4 2017 and has held it in 35 quarters since. The position peaked at $11.2M in Q4 2019. 10 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Financial Enhancement Group held 5,807 shares of WisdomTree US Multifactor Fund worth $315K as of Q2 2026.
  • Financial Enhancement Group bought 55 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $2.87K.
  • WisdomTree US Multifactor Fund made up 0.04% of Financial Enhancement Group's portfolio in Q2 2026, its #120 holding.
  • Financial Enhancement Group first reported a position in WisdomTree US Multifactor Fund in Q4 2017 and has held it in 35 quarters since.
  • Financial Enhancement Group's WisdomTree US Multifactor Fund position peaked at $11.2M in Q4 2019.
  • 10 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.