IHT Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

IHT Wealth Management’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	$718K	Buy	14,534 +682	+5%	+$34.8K	0.02%	694
2025 Q4	$710K	Buy	13,852 +452	+3%	+$23.2K	0.02%	645
2025 Q3	$700K	Sell	13,400 -266	-2%	-$13.7K	0.02%	632
2025 Q2	$700K	Buy	+13,666	New	+$676K	0.02%	600

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

IHT Wealth Management's USMF Position: Q1 2026 in Review

IHT Wealth Management increased its WisdomTree US Multifactor Fund (USMF) stake by 4.9% in Q1 2026, buying an estimated $34.8K and bringing the position to 14,534 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #694.

IHT Wealth Management first reported a position in USMF in Q2 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

IHT Wealth Management held 14,534 shares of WisdomTree US Multifactor Fund worth $718K as of Q1 2026.
IHT Wealth Management bought 682 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $34.8K.
WisdomTree US Multifactor Fund made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #694 holding.
IHT Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q2 2025 and has held it in 4 quarters since.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.