WisdomTree US Multifactor Fund
USMF
33 hedge funds and large institutions have $104M invested in WisdomTree US Multifactor Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 4 closing their positions.
240% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 5
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more capital invested
Capital invested by funds: $98.6M → $104M (+$5.19M)
3.51% more ownership
Funds ownership: 56.31% → 59.82% (+3.5%)
3% more funds holding
Funds holding: 32 → 33 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$2.16M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.54M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.47M |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$683K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$548K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.03M |
| 2 |
T
TRUADVICE
Sarasota,
Florida
|
-$1.02M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$104K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$54K |
| 5 |
AWM
Accel Wealth Management
Waverly,
Iowa
|
-$41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
26
Carroll Financial Associates
Charlotte,
North Carolina
| $58K | – | – | – |
|
|
GEA
27
Glen Eagle Advisors
Kingston,
New Jersey
| $33.8K | – | – | – |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $32K | +$1.12K | +28 | +4% |
|
|
MIFH
29
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $12K | – | – | – |
|
|
NFSG
30
Newbridge Financial Services Group
Boca Raton,
Florida
| $11K | +$5.52K | +138 | +88% |
|
31
Koshinski Asset Management
Decatur,
Illinois
| $9.83K | +$10.1K | +253 | New |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | -$2.6K | -65 | -33% |
|
|
AWM
33
AE Wealth Management
Topeka,
Kansas
| – | -$1.03M | -26,248 | Closed |
|
|
34
UBS Group
Zurich,
Switzerland
| – | -$54K | -1,390 | Closed |
|
|
AWM
35
Accel Wealth Management
Waverly,
Iowa
| – | -$41K | -1,035 | Closed |
|
|
IA
36
IFP Advisors
Tampa,
Florida
| – | -$2K | -47 | Closed |
|
37
Fidelity Investments
Boston,
Massachusetts
| – | +$40 | +1 | New |
|
USMF Hedge Fund Activity: Q3 2021 in Review
33 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q3 2021, worth a combined $104M — up 5.3% from $98.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new USMF positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 5 trimmed.
The largest buyer was Private Wealth Strategies, adding an estimated $2.16M. The largest seller was AE Wealth Management, exiting entirely with an estimated $1.03M sold.
- 33 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q3 2021, up from 32 in Q2 2021.
- Funds reported $104M of WisdomTree US Multifactor Fund stock for Q3 2021, up 5.3% quarter-over-quarter.
- 5 funds opened new WisdomTree US Multifactor Fund positions in Q3 2021 and 4 closed out, a net change of +1 holder.
- The largest WisdomTree US Multifactor Fund buyer in Q3 2021 was Private Wealth Strategies, an estimated $2.16M added.
- The largest WisdomTree US Multifactor Fund seller in Q3 2021 was AE Wealth Management, an estimated $1.03M sold.
Based on aggregated 13F filings for Q3 2021.