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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

67 hedge funds and large institutions have $332M invested in WisdomTree US Multifactor Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
24
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$11.8M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$4.95M
3
NA
3
NewEdge Advisors
Louisiana
$4.19M
4
PAG
4
Private Advisor Group
New Jersey
$4.02M
5
GVAG
5
Great Valley Advisor Group
Delaware
$27.2M

Top Sellers

1
IA
1
Insight Advisors
Pennsylvania
$0
2
WWM
2
WJ Wealth Management
Arizona
$5.58M
3
AIM
3
Archer Investment Management
Texas
$7.7M
4
LPL Financial
4
LPL Financial
California
$19.3M
5
Lido Advisors
5
Lido Advisors
California
$40.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
26
Concurrent Investment Advisors
Florida
$1.89M 36,870 -5,638 -13%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$1.57M 30,626 +30,626 New
AAS
28
Avantax Advisory Services
Texas
$1.53M 29,870 +17,641 +144%
WWA
29
WCG Wealth Advisors
Nevada
$1.47M 28,758 -1,680 -6%
KPWS
30
Kestra Private Wealth Services
Texas
$1.44M 28,087 -1,033 -4%
Citadel Advisors
31
Citadel Advisors
Florida
$1.19M 23,119 +18,286 +378%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$975K 19,018 +1,454 +8%
BFA
33
Beacon Financial Advisory
Ohio
$933K 18,203 -2,980 -14%
AWM
34
Axxcess Wealth Management
California
$783K 15,272 – –
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$775K 15,115 -200 -1%
MWM
36
Modern Wealth Management
Kansas
$718K 14,016 -689 -5%
IWM
37
IHT Wealth Management
Illinois
$700K 13,666 +13,666 New
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$596K 11,540 +25 +0.2%
AA
39
Armis Advisers
Georgia
$579K 11,304 -2,832 -20%
AWA
40
Arkadios Wealth Advisors
Georgia
$567K 11,060 +36 +0.3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$527K 10,272 -1,409 -12%
KAS
42
Kestra Advisory Services
Texas
$512K 9,997 +9,997 New
QP
43
Quartz Partners
New York
$479K 9,343 -204 -2%
CF
44
Centaurus Financial
California
$445K 8,675 +8,675 New
OP
45
ORG Partners
Indiana
$409K 7,935 -258 -3%
BW
46
BIP Wealth
Georgia
$406K 7,914 -5,029 -39%
DWM
47
Drive Wealth Management
Utah
$376K 7,332 +15 +0.2%
CA
48
CoreCap Advisors
Michigan
$308K 6,000 -310 -5%
MA
49
Mutual Advisors
Nebraska
$300K 5,848 +5,848 New
WEG
50
World Equity Group
Illinois
$275K 5,370 +5,370 New
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