WisdomTree US Multifactor Fund
USMF
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.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
28% more capital invested
Capital invested by funds: $121M → $155M (+$33.7M)
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
20.08% more ownership
Funds ownership: 64.83% → 84.92% (+20%)
16% more funds holding
Funds holding: 38 → 44 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$25.6M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$6.26M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.35M |
| 4 |
Goldman Sachs
New York
|
+$755K |
| 5 |
Morgan Stanley
New York
|
+$557K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$878K |
| 2 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$797K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$144K |
| 4 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
-$102K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$57.3K |
USMF Hedge Fund Activity: Q1 2022 in Review
44 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q1 2022, worth a combined $155M — up 28% from $121M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new USMF positions and 1 closed out — a net gain of 8 holders — while 16 added to existing stakes and 13 trimmed.
The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $25.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $878K sold.
- 44 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q1 2022, up from 38 in Q4 2021.
- Funds reported $155M of WisdomTree US Multifactor Fund stock for Q1 2022, up 28% quarter-over-quarter.
- 9 funds opened new WisdomTree US Multifactor Fund positions in Q1 2022 and 1 closed out, a net change of +8 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q1 2022 was Great Valley Advisor Group, an estimated $25.6M added.
- The largest WisdomTree US Multifactor Fund seller in Q1 2022 was Citadel Advisors, an estimated $878K sold.
Based on aggregated 13F filings for Q1 2022.