How many shares of USMF does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 16,594 shares of USMF (WISDOMTREE TR).

What is ENVESTNET ASSET MANAGEMENT INC's USMF position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's USMF position is worth $900,099.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling USMF?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their USMF position (+39.3% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy USMF?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in USMF in 2018-Q4. They have held the position across 31 quarters.

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ENVESTNET ASSET MANAGEMENT INC

USMF
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in WISDOMTREE TR

Current Value

$900,099

Current Shares

16,594

Total Value Change

-$364,901

Total Shares Change

-31,830

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	16,594	+39.3%	$900,099	0.0%	$54.24	33
2026-Q1	Decreased	11,915	-0.2%	$588,363	0.0%	$51.45	0
2025-Q4	Increased	11,941	+9.2%	$612,112	0.0%	$51.70	27
2025-Q3	Increased	10,940	+6.5%	$571,849	0.0%	$52.15	26
2025-Q2	Decreased	10,272	-12.1%	$526,533	0.0%	$50.51	0
2025-Q1	Decreased	11,681	-47.1%	$579,624	0.0%	$48.84	0
2024-Q4	Decreased	22,094	-49.1%	$1.1M	0.0%	$49.06	0
2024-Q3	Decreased	43,441	-0.9%	$2.1M	0.0%	$47.92	0
2024-Q2	Decreased	43,828	-3.5%	$2M	0.0%	$44.53	0
2024-Q1	Decreased	45,403	-16.7%	$2.1M	0.0%	$45.48	0
2023-Q4	Decreased	54,484	-40.3%	$2.3M	0.0%	$40.96	0
2023-Q3	Increased	91,304	+20.4%	$3.5M	0.0%	$37.30	32
2023-Q2	Increased	75,831	+4.3%	$2.9M	0.0%	$37.14	28
2023-Q1	Increased	72,676	+10.7%	$2.7M	0.0%	$35.62	29
2022-Q4	Increased	65,678	+13.8%	$2.5M	0.0%	$36.10	30
2022-Q3	Increased	57,726	+386.4%	$2M	0.0%	$32.92	42
2022-Q2	Increased	11,869	+17.9%	$430,000	0.0%	$34.76	28
2022-Q1	Increased	10,068	+5.3%	$412,000	0.0%	$39.23	25
2021-Q4	Increased	9,560	+18.5%	$401,000	0.0%	$39.61	28
2021-Q3	Increased	8,066	+18.9%	$314,000	0.0%	$37.12	28
2021-Q2	Decreased	6,781	-28.9%	$267,000	0.0%	$36.71	0
2021-Q1	Decreased	9,541	-44.5%	$361,000	0.0%	$35.18	0
2020-Q4	Decreased	17,174	-12.9%	$603,000	0.0%	$32.53	0
2020-Q3	Decreased	19,725	-14.9%	$617,000	0.0%	$28.85	0
2020-Q2	Decreased	23,178	-9.6%	$692,000	0.0%	$27.14	0
2020-Q1	Decreased	25,649	-44.4%	$629,000	0.0%	$23.05	0
2019-Q4	Decreased	46,140	-17.2%	$1.5M	0.0%	$29.15	0
2019-Q3	Increased	55,733	+71.4%	$1.7M	0.0%	$27.44	38
2019-Q2	Decreased	32,519	-27.7%	$978,000	0.0%	$27.34	0
2019-Q1	Decreased	45,004	-7.1%	$1.3M	0.0%	$26.26	0
2018-Q4	New	48,424	-	$1.3M	0.0%	$23.40	35

Other major holders of USMF: Lido Advisors, LLC, HighTower Advisors, LLC

USMF31 quarters

USMF
31 quarters