WEALTH ENHANCEMENT ADVISORY SERVICES, LLC USMF — WISDOMTREE TR

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  9 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported WISDOMTREE TR (USMF) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows USMF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USMF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

USMF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

USMF stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held USMF — position size vs. price
% of Fund (quarterly)    USMF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 5,120 +11 +0.2% 0.00% $274K 2026-07-15 $53.19
2026 Q1 REDUCED 44.7% +9.2% ❌ 5,109 -4,138 -44.7% 0.00% $255K 2026-04-08 $50.60
2025 Q4 REDUCED 11.6% -3.3% ✅ 9,247 -1,218 -11.6% 0.00% $479K 2026-01-08 $51.30
2025 Q3 REDUCED 9.3% -0.4% ✅ 10,465 -1,075 -9.3% 0.00% $542K 2025-10-29 $50.00
2025 Q2 ADDED — — — 11,540 +25 +0.2% 0.00% $596K 2025-07-10 $50.29
2025 Q1 REDUCED 26.0% +3.7% ❌ 11,515 -4,036 -26.0% 0.00% $571K 2025-04-16 $46.13
2024 Q4 UNCHANGED — — — 15,551 — 0% 0.00% $760K 2025-01-10 $48.05
2024 Q3 ADDED — — — 15,551 +508 +3.4% 0.00% $760K 2024-10-24 $48.13
2024 Q2 INITIATED — — — 15,043 — — 0.00% $684K 2024-07-16 $45.95

🏢 Other funds also holding USMF

As of 2026 Q2 — sorted by position size

Team Financial Group, LLC 6.58% Archer Investment Management, LLC 0.45% TopTier Wealth Management, LLC 0.29% WORLD EQUITY GROUP, INC. 0.07% Financial Enhancement Group LLC 3Y 7Y 0.04% Bison Wealth, LLC 0.02% CoreCap Advisors, LLC 3Y 0.01% Merit Financial Group, LLC 3Y 7Y 0.01% Capital Advisors, Ltd. LLC 3Y 7Y 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and USMF

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning USMF?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported USMF across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported USMF position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for USMF was 0.00% in 2024 Q3.

What is the latest reported USMF position on this page?

The most recent filing on this page is 2026 Q2, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 5,120 shares, equal to 0.00% of portfolio, with an estimated market value of $274K.

What does the chart on this USMF ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly USMF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their USMF position?

Based on 13F filing dates vs. subsequent USMF price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on USMF relative to SPY over the holding period was -8.0%.

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