NewEdge Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

NewEdge Advisors’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	$3.26M	Sell	60,076 -2,172	-3%	-$113K	0.01%	963
2026 Q1	$3.07M	Sell	62,248 -8,560	-12%	-$437K	0.01%	894
2025 Q4	$3.63M	Sell	70,808 -7,285	-9%	-$373K	0.01%	795
2025 Q3	$4.08M	Sell	78,093 -3,631	-4%	-$187K	0.02%	709
2025 Q2	$4.19M	Buy	81,724 +81,649	+108,865%	+$4.04M	0.02%	633
2025 Q1	$3.72K	Hold	75	–	–	﹤0.01%	3378
2024 Q4	$3.73K	Hold	75	–	–	﹤0.01%	3311
2024 Q3	$3.67K	Hold	75	–	–	﹤0.01%	3251
2024 Q2	$3.41K	Hold	75	–	–	﹤0.01%	3202
2024 Q1	$3.49K	Hold	75	–	–	﹤0.01%	3257
2023 Q4	$3.15K	Hold	75	–	–	﹤0.01%	3247
2023 Q3	$2.88K	Hold	75	–	–	﹤0.01%	2965
2023 Q2	$2.91K	Hold	75	–	–	﹤0.01%	2984
2023 Q1	$2.82K	Sell	75 -75	-50%	-$2.85K	﹤0.01%	2949
2022 Q4	$2.82K	Buy	+150	New	+$5.62K	﹤0.01%	2746

Other funds holding USMF

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors's USMF Position: Q2 2026 in Review

NewEdge Advisors reduced its WisdomTree US Multifactor Fund (USMF) stake by 3.5% in Q2 2026, selling an estimated $113K and leaving 60,076 shares worth $3.26M. The position accounts for 0.01% of the portfolio, ranked #963.

NewEdge Advisors first reported a position in USMF in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.19M in Q2 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

NewEdge Advisors held 60,076 shares of WisdomTree US Multifactor Fund worth $3.26M as of Q2 2026.
NewEdge Advisors sold 2,172 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $113K.
WisdomTree US Multifactor Fund made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #963 holding.
NewEdge Advisors first reported a position in WisdomTree US Multifactor Fund in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's WisdomTree US Multifactor Fund position peaked at $4.19M in Q2 2025.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.