WisdomTree US Multifactor Fund
USMF
32 hedge funds and large institutions have $98.6M invested in WisdomTree US Multifactor Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
6% more capital invested
Capital invested by funds: $93.1M → $98.6M (+$5.47M)
1.09% more ownership
Funds ownership: 55.22% → 56.31% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 34 → 32 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$1.75M |
| 2 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$1.41M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.03M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$375K |
| 5 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$342K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.18M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$385K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$214K |
| 4 |
RWB
RMR Wealth Builders
Montclair,
New Jersey
|
-$187K |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $39K | +$39.2K | +1,003 | New |
|
|
GEA
27
Glen Eagle Advisors
Kingston,
New Jersey
| $34.2K | – | – | – |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $31K | +$39 | +1 | +0.1% |
|
|
MIFH
29
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $12K | +$11.9K | +305 | New |
|
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | -$214K | -5,483 | -96% |
|
|
NFSG
31
Newbridge Financial Services Group
Boca Raton,
Florida
| $6K | +$6.1K | +156 | New |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $2K | -$2.18M | -55,837 | -100% |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$385K | -10,169 | Closed |
|
|
RWB
34
RMR Wealth Builders
Montclair,
New Jersey
| – | -$187K | -4,947 | Closed |
|
35
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$53K | -1,387 | Closed |
|
|
GWM
36
Geneos Wealth Management
Englewood,
Colorado
| – | -$26K | -688 | Closed |
|
37
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$14K | -366 | Closed |
|
USMF Hedge Fund Activity: Q2 2021 in Review
32 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q2 2021, worth a combined $98.6M — up 5.9% from $93.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of USMF and 4 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 13 added.
The largest buyer was HighTower Advisors, adding an estimated $1.75M. The largest seller was IFP Advisors, cutting an estimated $2.18M.
- 32 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q2 2021, down from 34 in Q1 2021.
- Funds reported $98.6M of WisdomTree US Multifactor Fund stock for Q2 2021, up 5.9% quarter-over-quarter.
- 4 funds opened new WisdomTree US Multifactor Fund positions in Q2 2021 and 6 closed out, a net change of -2 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q2 2021 was HighTower Advisors, an estimated $1.75M added.
- The largest WisdomTree US Multifactor Fund seller in Q2 2021 was IFP Advisors, an estimated $2.18M sold.
Based on aggregated 13F filings for Q2 2021.