WisdomTree US Multifactor Fund
USMF
35 hedge funds and large institutions have $67.9M invested in WisdomTree US Multifactor Fund in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
17% more capital invested
Capital invested by funds: $58M → $67.9M (+$9.83M)
3% more funds holding
Funds holding: 34 → 35 (+1)
1.28% more ownership
Funds ownership: 57.58% → 58.87% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFSG
Stearns Financial Services Group
Greensboro,
North Carolina
|
+$4.03M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$2.4M |
| 3 |
Jane Street
New York
|
+$1.38M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$704K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$461K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$506K |
| 2 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
-$274K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$209K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$191K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$73.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $206K | +$207K | +6,806 | New |
|
|
MIFH
27
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $115K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $51K | +$26.9K | +885 | +113% |
|
|
CFA
29
Carroll Financial Associates
Charlotte,
North Carolina
| $45K | -$60.7K | -2,000 | -57% |
|
|
GEA
30
Glen Eagle Advisors
Kingston,
New Jersey
| $23.1K | +$23.1K | +760 | New |
|
|
VFA
31
Valeo Financial Advisors
Carmel,
Indiana
| $20K | – | – | – |
|
|
PA
32
Parallel Advisors
San Francisco,
California
| $15K | +$61 | +2 | +0.4% |
|
|
EIP
33
Ellis Investment Partners
Berwyn,
Pennsylvania
| $6K | -$6.04K | -199 | -50% |
|
|
TWA
34
Tillar-Wenstrup Advisors
Centerville,
Ohio
| – | -$274K | -9,105 | Closed |
|
|
35
Stifel Financial
St. Louis,
Missouri
| – | -$209K | -6,950 | Closed |
|
36
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$23K | -773 | Closed |
|
|
AG
37
Advisor Group
Phoenix,
Arizona
| – | -$3K | -85 | Closed |
|
38
BlackRock
New York
| – | +$273 | +9 | New |
|
USMF Hedge Fund Activity: Q3 2019 in Review
35 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q3 2019, worth a combined $67.9M — up 17% from $58M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new USMF positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Stearns Financial Services Group, adding an estimated $4.03M. The largest seller was BB&T Securities, cutting an estimated $506K.
- 35 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q3 2019, up from 34 in Q2 2019.
- Funds reported $67.9M of WisdomTree US Multifactor Fund stock for Q3 2019, up 17% quarter-over-quarter.
- 5 funds opened new WisdomTree US Multifactor Fund positions in Q3 2019 and 4 closed out, a net change of +1 holder.
- The largest WisdomTree US Multifactor Fund buyer in Q3 2019 was Stearns Financial Services Group, an estimated $4.03M added.
- The largest WisdomTree US Multifactor Fund seller in Q3 2019 was BB&T Securities, an estimated $506K sold.
Based on aggregated 13F filings for Q3 2019.