Wealth Enhancement Advisory Services
USMF icon

Wealth Enhancement Advisory Services’s WisdomTree US Multifactor Fund USMF Stock Holding History

Wealth Enhancement Advisory Services’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 		$274K Buy
5,120
+11
+0.2% +$573 ﹤0.01% 3280
2026
Q1 		$255K Sell
5,109
-4,138
-45% -$211K ﹤0.01% 2930
2025
Q4 		$479K Sell
9,247
-1,218
-12% -$62.4K ﹤0.01% 2515
2025
Q3 		$542K Sell
10,465
-1,075
-9% -$55.3K ﹤0.01% 2303
2025
Q2 		$596K Buy
11,540
+25
+0.2% +$1.24K ﹤0.01% 2096
2025
Q1 		$571K Sell
11,515
-3,205
-22% -$162K ﹤0.01% 1959
2024
Q4 		$731K Sell
14,720
-831
-5% -$42K ﹤0.01% 1729
2024
Q3 		$760K Buy
15,551
+508
+3% +$23.9K ﹤0.01% 1560
2024
Q2 		$684K Buy
+15,043
New +$682K ﹤0.01% 1462

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
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
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's USMF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree US Multifactor Fund (USMF) stake by 0.22% in Q2 2026, buying an estimated $573 and bringing the position to 5,120 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #3280.

Wealth Enhancement Advisory Services first reported a position in USMF in Q2 2024 and has held it in 9 quarters since. The position peaked at $760K in Q3 2024. 12 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,120 shares of WisdomTree US Multifactor Fund worth $274K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 11 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $573.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3280 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree US Multifactor Fund in Q2 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree US Multifactor Fund position peaked at $760K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.