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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

49 hedge funds and large institutions have $140M invested in WisdomTree US Multifactor Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
24
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$29.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.97M
3
RW
3
RVW Wealth
California
$946K
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$617K
5
PWS
5
Private Wealth Strategies
Ohio
$36.5M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$625K
2
Parallax Volatility Advisers
2
Parallax Volatility Advisers
California
$0
3
Bank of America
3
Bank of America
North Carolina
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.75M
5
T
5
TRUADVICE
Florida
$461K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCAM
26
London & Capital Asset Management
United Kingdom
$418K +$418K +12,246 New
TRCT
27
Tower Research Capital (TRC)
New York
$388K +$117K +3,433 +43%
CA
28
CoreCap Advisors
Michigan
$350K -$12.2K -358 -3%
SFM
29
Signet Financial Management
New Jersey
$316K +$411 +12 +0.1%
Citadel Advisors
30
Citadel Advisors
Florida
$261K +$261K +7,636 New
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$228K +$1.09K +32 +0.5%
RWB
32
RMR Wealth Builders
New Jersey
$218K -$443 -13 -0.2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$202K -$5.17K -151 -2%
SS
34
Sunbelt Securities
Texas
$200K +$682 +20 +0.3%
CAL
35
Capital Advisors Ltd
Ohio
$106K – – –
IA
36
IFP Advisors
Florida
$91K +$5.89K +198 +7%
MA
37
MUFG Americas
New York
$79K – – –
CFD
38
Creative Financial Designs
Indiana
$61K -$3.09K -90 -5%
UBS Group
39
UBS Group
Switzerland
$40K +$40K +1,182 New
AWM
40
Accel Wealth Management
Iowa
$38K +$216 +6 +0.6%
GEA
41
Glen Eagle Advisors
New Jersey
$26K -$3.72K -109 -13%
HI
42
Harbour Investments
Wisconsin
$24K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$19K +$19K +548 New
C
44
Covestor
United Kingdom
$13K -$315 -9 -2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$11K +$4.96K +148 +82%
MIFH
46
Migdal Insurance & Financial Holdings
Israel
$10K – – –
NFSG
47
Newbridge Financial Services Group
Florida
$10K +$134 +4 +1%
AF
48
Allworth Financial
California
$6K +$6K +183 New
RCM
49
Raleigh Capital Management
North Carolina
$5K +$34 +1 +0.7%
Parallax Volatility Advisers
50
Parallax Volatility Advisers
California
– -$244K -8,708 Closed
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2
3