WisdomTree US Multifactor Fund
USMF
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.
1.77% less ownership
Funds ownership: 55.36% → 53.6% (-1.8%)
8% less funds holding
Funds holding: 38 → 35 (-3)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
30% less capital invested
Capital invested by funds: $110M → $77M (-$33.4M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
43% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$4.07M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.46M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.79M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.29M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
RVW Wealth
Los Angeles,
California
|
-$5.81M |
| 2 |
SFSG
Stearns Financial Services Group
Greensboro,
North Carolina
|
-$4.47M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$3.92M |
| 4 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$2.76M |
| 5 |
WFWM
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
-$1.32M |
USMF Hedge Fund Activity: Q1 2020 in Review
35 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q1 2020, worth a combined $77M — down 30% from $110M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of USMF and 9 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 8 added.
The largest buyer was Goldman Sachs, adding an estimated $4.07M. The largest seller was RVW Wealth, cutting an estimated $5.81M.
- 35 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q1 2020, down from 38 in Q4 2019.
- Funds reported $77M of WisdomTree US Multifactor Fund stock for Q1 2020, down 30% quarter-over-quarter.
- 9 funds opened new WisdomTree US Multifactor Fund positions in Q1 2020 and 11 closed out, a net change of -2 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q1 2020 was Goldman Sachs, an estimated $4.07M added.
- The largest WisdomTree US Multifactor Fund seller in Q1 2020 was RVW Wealth, an estimated $5.81M sold.
Based on aggregated 13F filings for Q1 2020.