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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

35 hedge funds and large institutions have $77M invested in WisdomTree US Multifactor Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
8
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$3.32M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.82M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.45M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.05M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.03M

Top Sellers

1
RW
RVW Wealth
California
-$4.73M
2
SFSG
Stearns Financial Services Group
North Carolina
-$3.64M
3
FEG
Financial Enhancement Group
Indiana
-$3.2M
4
BFG
Beacon Financial Group
Texas
-$2.76M
5
WFWM
Wechter Feldman Wealth Management
New Jersey
-$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
26
Capital Advisors Ltd
Ohio
$76K +$76K +3,117 New
MIFH
27
Migdal Insurance & Financial Holdings
Israel
$74K -$10.9K -445 -13%
CFA
28
Carroll Financial Associates
North Carolina
$36K – – –
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$34K +$34K +1,387 New
VCP
30
Verus Capital Partners
Arizona
$30K -$25.5K -1,023 -46%
GEA
31
Glen Eagle Advisors
New Jersey
$21.3K -$539 -22 -2%
VFA
32
Valeo Financial Advisors
Indiana
$18K – – –
HIIFS
33
Harel Insurance Investments & Financial Services
Israel
$14K – – –
IA
34
IFP Advisors
Florida
$1K – – –
BFG
35
Beacon Financial Group
Texas
– -$2.76M -86,446 Closed
WFWM
36
Wechter Feldman Wealth Management
New Jersey
– -$1.32M -41,330 Closed
Truist Financial
37
Truist Financial
North Carolina
– -$1.27M -39,728 Closed
IAA
38
Independent Advisor Alliance
North Carolina
– -$443K -13,868 Closed
SC
39
Slow Capital
California
– -$305K -9,559 Closed
SS
40
Sunbelt Securities
Texas
– -$297K -9,288 Closed
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
– -$241K -7,552 Closed
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
– -$218K -6,832 Closed
GRP
43
Global Retirement Partners
California
– -$64K -2,000 Closed
IWP
44
IAG Wealth Partners
Wisconsin
– -$30K -929 Closed
EIP
45
Ellis Investment Partners
Pennsylvania
– -$6K -202 Closed
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