WisdomTree US Multifactor Fund
USMF
27 hedge funds and large institutions have $35.5M invested in WisdomTree US Multifactor Fund in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
245% more capital invested
Capital invested by funds: $10.3M → $35.5M (+$25.2M)
93% more funds holding
Funds holding: 14 → 27 (+13)
17.71% more ownership
Funds ownership: 21.57% → 39.28% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$15.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.29M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.85M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.55M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$103K |
| 2 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
26
WealthShield Partners
Cary,
North Carolina
| $3K | +$3.39K | +119 | New |
|
27
Fidelity Investments
Boston,
Massachusetts
| $1K | +$797 | +28 | New |
|
|
CPIG
28
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$10K | -363 | Closed |
|
USMF Hedge Fund Activity: Q4 2018 in Review
27 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q4 2018, worth a combined $35.5M — up 245% from $10.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new USMF positions and 1 closed out — a net gain of 13 holders — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Barber Financial Group, opening a new position worth an estimated $15.1M. The largest seller was ACG Wealth, cutting an estimated $103K.
- 27 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q4 2018, up from 14 in Q3 2018.
- Funds reported $35.5M of WisdomTree US Multifactor Fund stock for Q4 2018, up 245% quarter-over-quarter.
- 14 funds opened new WisdomTree US Multifactor Fund positions in Q4 2018 and 1 closed out, a net change of +13 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q4 2018 was Barber Financial Group, an estimated $15.1M added.
- The largest WisdomTree US Multifactor Fund seller in Q4 2018 was ACG Wealth, an estimated $103K sold.
Based on aggregated 13F filings for Q4 2018.