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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

47 hedge funds and large institutions have $142M invested in WisdomTree US Multifactor Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
16
Reduced
15
Closed
4
Calls
–
Puts
$1.68M
Net Calls
-$1.68M
Net Calls Change
-$1.68M

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
$28.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.27M
3
Morgan Stanley
Morgan Stanley
New York
$1.87M
4
MLA
My Legacy Advisors
Oregon
$842K
5
5L
55I LLC
Massachusetts
$871K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$4.55M
2
PWS
Private Wealth Strategies
Ohio
$38.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$219K
4
AWM
AE Wealth Management
Kansas
$1.84M
5
HighTower Advisors
HighTower Advisors
Illinois
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
26
Signet Financial Management
New Jersey
$334K -$6.81K -188 -2%
TRCT
27
Tower Research Capital (TRC)
New York
$287K -$72.4K -1,995 -20%
Parallax Volatility Advisers
28
Parallax Volatility Advisers
California
$244K +$244K +8,708 New
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$241K +$241K +6,641 New
RWB
30
RMR Wealth Builders
New Jersey
$232K -$20K -552 -8%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$219K -$740K -20,442 -77%
SS
32
Sunbelt Securities
Texas
$212K +$653 +18 +0.3%
Bank of America
33
Bank of America
North Carolina
$116K +$116K +3,200 New
CAL
34
Capital Advisors Ltd
Ohio
$113K – – –
MA
35
MUFG Americas
New York
$84K +$84K +2,305 New
IA
36
IFP Advisors
Florida
$82K – – –
CFD
37
Creative Financial Designs
Indiana
$68K +$3.25K +89 +5%
AWM
38
Accel Wealth Management
Iowa
$38K +$145 +4 +0.4%
GEA
39
Glen Eagle Advisors
New Jersey
$31.5K – – –
HI
40
Harbour Investments
Wisconsin
$24K +$24K +672 New
C
41
Covestor
United Kingdom
$14K -$6.95K -189 -33%
MIFH
42
Migdal Insurance & Financial Holdings
Israel
$11K – – –
NFSG
43
Newbridge Financial Services Group
Florida
$11K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$7K – – –
RCM
45
Raleigh Capital Management
North Carolina
$5K -$102 -3 -2%
TCWM
46
Total Clarity Wealth Management
Illinois
$1K +$1K +37 New
AWM
47
Alterna Wealth Management
Texas
– -$203K -4,962 Closed
MCC
48
Money Concepts Capital
Florida
– -$12K -300 Closed
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
– -$10.4K -254 Closed
UBS Group
50
UBS Group
Switzerland
– -$10K -251 Closed
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