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

Institute for 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 Q2	$36.4K	Buy	+671	New	+$35K	﹤0.01%	962

Other funds holding USMF

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

WealthPoint Financial Cramerton, North Carolina $137M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Institute for Wealth Management's USMF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree US Multifactor Fund (USMF) in Q2 2026: 671 shares worth $36.4K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings.

37 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

Institute for Wealth Management held 671 shares of WisdomTree US Multifactor Fund worth $36.4K as of Q2 2026.
WisdomTree US Multifactor Fund was a new Institute for Wealth Management position in Q2 2026.
WisdomTree US Multifactor Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #962 holding.
37 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.