WisdomTree US Multifactor Fund
USMF
31 hedge funds and large institutions have $81.4M invested in WisdomTree US Multifactor Fund in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 6 closing their positions.
8.39% more ownership
Funds ownership: 53.6% → 61.99% (+8.4%)
6% more capital invested
Capital invested by funds: $77M → $81.4M (+$4.47M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less funds holding
Funds holding: 35 → 31 (-4)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.25M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.1M |
| 3 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
+$464K |
| 4 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
+$198K |
| 5 |
Morgan Stanley
New York
|
+$153K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$3.64M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$3.17M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.26M |
| 4 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$1.48M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$970K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
26
Carroll Financial Associates
Charlotte,
North Carolina
| $44K | – | – | – |
|
27
Fifth Third Bancorp
Cincinnati,
Ohio
| $41K | – | – | – |
|
|
CAN
28
Cetera Advisor Networks
El Segundo,
California
| $33K | +$30.8K | +1,100 | New |
|
|
GEA
29
Glen Eagle Advisors
Kingston,
New Jersey
| $27.7K | +$1.65K | +59 | +7% |
|
30
Wells Fargo
San Francisco,
California
| $2K | +$1.37K | +49 | +4,900% |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
RW
32
RVW Wealth
Los Angeles,
California
| – | -$3.17M | -129,310 | Closed |
|
|
MA
33
Mutual Advisors
Omaha,
Nebraska
| – | -$970K | -39,555 | Closed |
|
|
LFPWM
34
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| – | -$201K | -8,263 | Closed |
|
|
ADL
35
Asset Dedication LLC
San Francisco,
California
| – | -$147K | -6,010 | Closed |
|
|
VFA
36
Valeo Financial Advisors
Carmel,
Indiana
| – | -$18K | -674 | Closed |
|
|
HIIFS
37
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$14K | -556 | Closed |
|
USMF Hedge Fund Activity: Q2 2020 in Review
31 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q2 2020, worth a combined $81.4M — up 5.8% from $77M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of USMF and 3 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 9 added.
The largest buyer was Goldman Sachs, adding an estimated $2.25M. The largest seller was Financial Enhancement Group, cutting an estimated $3.64M.
- 31 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q2 2020, down from 35 in Q1 2020.
- Funds reported $81.4M of WisdomTree US Multifactor Fund stock for Q2 2020, up 5.8% quarter-over-quarter.
- 3 funds opened new WisdomTree US Multifactor Fund positions in Q2 2020 and 6 closed out, a net change of -3 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q2 2020 was Goldman Sachs, an estimated $2.25M added.
- The largest WisdomTree US Multifactor Fund seller in Q2 2020 was Financial Enhancement Group, an estimated $3.64M sold.
Based on aggregated 13F filings for Q2 2020.