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Planning Strategies’s WisdomTree US Multifactor Fund USMF Stock Holding History

Planning Strategies’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 		$5.26K Buy
+97
New +$5.05K ﹤0.01% 411

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Planning Strategies's USMF Position: Q2 2026 in Review

Planning Strategies opened a new position in WisdomTree US Multifactor Fund (USMF) in Q2 2026: 97 shares worth $5.26K. The stake represents ﹤0.01% of the portfolio and ranks #411 among its holdings.

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

  • Planning Strategies held 97 shares of WisdomTree US Multifactor Fund worth $5.26K as of Q2 2026.
  • WisdomTree US Multifactor Fund was a new Planning Strategies position in Q2 2026.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #411 holding.
  • 71 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.