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 Q3	$277K	Buy	5,232 +112	+2%	+$5.94K	﹤0.01%	3434
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

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Wealth Enhancement Advisory Services's USMF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree US Multifactor Fund (USMF) stake by 2.2% in Q3 2026, buying an estimated $5.94K and bringing the position to 5,232 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #3434.

Wealth Enhancement Advisory Services first reported a position in USMF in Q2 2024 and has held it in 10 quarters since. The position peaked at $760K in Q3 2024. 9 funds tracked by Wall St. Rank hold USMF as of Q3 2026.

Wealth Enhancement Advisory Services held 5,232 shares of WisdomTree US Multifactor Fund worth $277K as of Q3 2026.
Wealth Enhancement Advisory Services bought 112 WisdomTree US Multifactor Fund shares in Q3 2026, an estimated $5.94K.
WisdomTree US Multifactor Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3434 holding.
Wealth Enhancement Advisory Services first reported a position in WisdomTree US Multifactor Fund in Q2 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's WisdomTree US Multifactor Fund position peaked at $760K in Q3 2024.
9 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.