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

Merit Financial 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 		$1.16M Sell
21,404
-44,331
-67% -$2.31M 0.01% 1009
2026
Q1 		$3.25M Sell
65,735
-6,019
-8% -$307K 0.02% 514
2025
Q4 		$3.68M Buy
+71,754
New +$3.68M 0.03% 442

Other funds holding USMF

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
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

Merit Financial Group reduced its WisdomTree US Multifactor Fund (USMF) stake by 67% in Q2 2026, selling an estimated $2.31M and leaving 21,404 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1009.

Merit Financial Group first reported a position in USMF in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.68M in Q4 2025. 13 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Merit Financial Group held 21,404 shares of WisdomTree US Multifactor Fund worth $1.16M as of Q2 2026.
  • Merit Financial Group sold 44,331 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $2.31M.
  • WisdomTree US Multifactor Fund made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1009 holding.
  • Merit Financial Group first reported a position in WisdomTree US Multifactor Fund in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's WisdomTree US Multifactor Fund position peaked at $3.68M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.