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WisdomTree US Multifactor Fund
USMF

38 hedge funds and large institutions have $121M invested in WisdomTree US Multifactor Fund in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

17% more capital invested

Capital invested by funds: $104M → $121M (+$17.3M)

15% more funds holding

Funds holding: 33 → 38 (+5)

5.01% more ownership

Funds ownership: 59.82% → 64.83% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
17
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$5.65M
2
PWS
Private Wealth Strategies
Ohio
+$1.83M
3
Citadel Advisors
Citadel Advisors
Florida
+$851K
4
IA
Insight Advisors
Pennsylvania
+$839K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$437K

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$1.16M
2
Goldman Sachs
Goldman Sachs
New York
-$632K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$534K
4
FTUS
Flow Traders U.S.
New York
-$323K
5
TRCT
Tower Research Capital (TRC)
New York
-$97.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$70K +$67.8K +1,667 New
CFD
27
Creative Financial Designs
Indiana
$66K -$3.78K -93 -6%
CFA
28
Carroll Financial Associates
North Carolina
$62K – – –
AWM
29
Accel Wealth Management
Iowa
$44K +$42.4K +1,044 New
GEA
30
Glen Eagle Advisors
New Jersey
$36.5K – – –
HI
31
Harbour Investments
Wisconsin
$35K +$81 +2 +0.2%
C
32
Covestor
United Kingdom
$25K +$24.1K +593 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$17K +$10.8K +265 +196%
MIFH
34
Migdal Insurance & Financial Holdings
Israel
$13K – – –
NFSG
35
Newbridge Financial Services Group
Florida
$12K – – –
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$10.6K – – –
RCM
37
Raleigh Capital Management
North Carolina
$6K +$6.14K +151 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
– -$534K -13,711 Closed
FTUS
39
Flow Traders U.S.
New York
– -$323K -8,299 Closed
1
2

USMF Hedge Fund Activity: Q4 2021 in Review

38 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q4 2021, worth a combined $121M — up 17% from $104M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new USMF positions and 2 closed out — a net gain of 5 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $5.65M. The largest seller was Private Advisor Group, cutting an estimated $1.16M.

  • 38 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q4 2021, up from 33 in Q3 2021.
  • Funds reported $121M of WisdomTree US Multifactor Fund stock for Q4 2021, up 17% quarter-over-quarter.
  • 7 funds opened new WisdomTree US Multifactor Fund positions in Q4 2021 and 2 closed out, a net change of +5 holders.
  • The largest WisdomTree US Multifactor Fund buyer in Q4 2021 was HighTower Advisors, an estimated $5.65M added.
  • The largest WisdomTree US Multifactor Fund seller in Q4 2021 was Private Advisor Group, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2021.