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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

44 hedge funds and large institutions have $155M invested in WisdomTree US Multifactor Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
16
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
$26M
2
HighTower Advisors
HighTower Advisors
Illinois
$46.7M
3
AWM
AE Wealth Management
Kansas
$2.39M
4
Goldman Sachs
Goldman Sachs
New York
$8.97M
5
Morgan Stanley
Morgan Stanley
New York
$1.41M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
PWS
Private Wealth Strategies
Ohio
$44.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$4.59M
4
SFM
Signet Financial Management
New Jersey
$386K
5
UBS Group
UBS Group
Switzerland
$10K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$359K +$25.6K +625 +8%
RWB
27
RMR Wealth Builders
New Jersey
$285K +$47.8K +1,166 +20%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$267K +$267K +6,522 New
SS
29
Sunbelt Securities
Texas
$242K +$242K +5,828 New
AWM
30
Alterna Wealth Management
Texas
$203K +$203K +4,962 New
CAL
31
Capital Advisors Ltd
Ohio
$128K – – –
IA
32
IFP Advisors
Florida
$82K +$82K +2,859 New
CFD
33
Creative Financial Designs
Indiana
$73K +$8.3K +202 +13%
AWM
34
Accel Wealth Management
Iowa
$43K +$123 +3 +0.3%
GEA
35
Glen Eagle Advisors
New Jersey
$35.6K – – –
C
36
Covestor
United Kingdom
$23K -$928 -23 -4%
MIFH
37
Migdal Insurance & Financial Holdings
Israel
$13K – – –
NFSG
38
Newbridge Financial Services Group
Florida
$12K – – –
MCC
39
Money Concepts Capital
Florida
$12K +$12K +300 New
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$10.4K +$41 +1 +0.4%
UBS Group
41
UBS Group
Switzerland
$10K -$56.4K -1,416 -85%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$7K -$8.56K -220 -55%
RCM
43
Raleigh Capital Management
North Carolina
$6K -$40 -1 -0.7%
Citadel Advisors
44
Citadel Advisors
Florida
– -$878K -20,929 Closed
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