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WisdomTree US Multifactor Fund
USMF

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

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

7% more funds holding

Funds holding: 44 → 47 (+3)

2.8% more ownership

Funds ownership: 84.92% → 87.71% (+2.8%)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

9% less capital invested

Capital invested by funds: $155M → $142M (-$13.2M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.68M

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

Rank Fund Capital Flow
1
GVAG
Great Valley Advisor Group
Delaware
+$5.74M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.1M
3
Morgan Stanley
Morgan Stanley
New York
+$667K
4
MLA
My Legacy Advisors
Oregon
+$533K
5
5L
55I LLC
Massachusetts
+$504K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.63M
2
PWS
Private Wealth Strategies
Ohio
-$1.63M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$794K
4
AWM
AE Wealth Management
Kansas
-$293K
5
HighTower Advisors
HighTower Advisors
Illinois
-$261K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
26
Signet Financial Management
New Jersey
$334K -$7.3K -188 -2%
TRCT
27
Tower Research Capital (TRC)
New York
$287K -$77.5K -1,995 -20%
Parallax Volatility Advisers
28
Parallax Volatility Advisers
California
$244K +$338K +8,708 New
JMPWA
29
JP Morgan Private Wealth Advisors
California
$241K +$258K +6,641 New
RWB
30
RMR Wealth Builders
New Jersey
$232K -$21.4K -552 -8%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$219K -$794K -20,442 -77%
SS
32
Sunbelt Securities
Texas
$212K +$699 +18 +0.3%
Bank of America
33
Bank of America
North Carolina
$116K +$124K +3,200 New
CAL
34
Capital Advisors Ltd
Ohio
$113K – – –
MA
35
MUFG Americas
New York
$84K +$89.5K +2,305 New
IA
36
IFP Advisors
Florida
$82K – – –
CFD
37
Creative Financial Designs
Indiana
$68K +$3.46K +89 +5%
AWM
38
Accel Wealth Management
Iowa
$38K +$155 +4 +0.4%
GEA
39
Glen Eagle Advisors
New Jersey
$31.5K – – –
HI
40
Harbour Investments
Wisconsin
$24K +$26.1K +672 New
C
41
Covestor
United Kingdom
$14K -$7.34K -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 -$117 -3 -2%
TCWM
46
Total Clarity Wealth Management
Illinois
$1K +$1.44K +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
1
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USMF Hedge Fund Activity: Q2 2022 in Review

47 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q2 2022, worth a combined $142M — down 8.5% from $155M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new USMF positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $5.74M. The largest seller was Goldman Sachs, cutting an estimated $3.63M.

  • 47 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q2 2022, up from 44 in Q1 2022.
  • Funds reported $142M of WisdomTree US Multifactor Fund stock for Q2 2022, down 8.5% quarter-over-quarter.
  • 7 funds opened new WisdomTree US Multifactor Fund positions in Q2 2022 and 4 closed out, a net change of +3 holders.
  • The largest WisdomTree US Multifactor Fund buyer in Q2 2022 was Great Valley Advisor Group, an estimated $5.74M added.
  • The largest WisdomTree US Multifactor Fund seller in Q2 2022 was Goldman Sachs, an estimated $3.63M sold.

Based on aggregated 13F filings for Q2 2022.