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WisdomTree US Multifactor Fund
USMF

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.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

4.39% more ownership

Funds ownership: 87.71% → 92.1% (+4.4%)

4% more funds holding

Funds holding: 47 → 49 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $142M → $140M (-$1.41M)

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.84%
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

Rank Fund Capital Flow
1
GVAG
Great Valley Advisor Group
Delaware
+$2.82M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.71M
3
RW
RVW Wealth
California
+$1.03M
4
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
+$675K
5
PWS
Private Wealth Strategies
Ohio
+$561K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$623K
2
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$244K
3
Bank of America
Bank of America
North Carolina
-$116K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$35.8K
5
T
TRUADVICE
Florida
-$24.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCAM
26
London & Capital Asset Management
United Kingdom
$418K +$458K +12,246 New
TRCT
27
Tower Research Capital (TRC)
New York
$388K +$128K +3,433 +43%
CA
28
CoreCap Advisors
Michigan
$350K -$13.4K -358 -3%
SFM
29
Signet Financial Management
New Jersey
$316K +$449 +12 +0.1%
Citadel Advisors
30
Citadel Advisors
Florida
$261K +$285K +7,636 New
JMPWA
31
JP Morgan Private Wealth Advisors
California
$228K +$1.2K +32 +0.5%
RWB
32
RMR Wealth Builders
New Jersey
$218K -$486 -13 -0.2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$202K -$5.64K -151 -2%
SS
34
Sunbelt Securities
Texas
$200K +$748 +20 +0.3%
CAL
35
Capital Advisors Ltd
Ohio
$106K – – –
IA
36
IFP Advisors
Florida
$91K +$7.4K +198 +7%
MA
37
MUFG Americas
New York
$79K – – –
CFD
38
Creative Financial Designs
Indiana
$61K -$3.36K -90 -5%
UBS Group
39
UBS Group
Switzerland
$40K +$44.2K +1,182 New
AWM
40
Accel Wealth Management
Iowa
$38K +$224 +6 +0.6%
GEA
41
Glen Eagle Advisors
New Jersey
$26K -$4.07K -109 -13%
HI
42
Harbour Investments
Wisconsin
$24K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$19K +$20.5K +548 New
C
44
Covestor
United Kingdom
$13K -$336 -9 -2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$11K +$5.53K +148 +82%
MIFH
46
Migdal Insurance & Financial Holdings
Israel
$10K – – –
NFSG
47
Newbridge Financial Services Group
Florida
$10K +$150 +4 +1%
AF
48
Allworth Financial
California
$6K +$6.84K +183 New
RCM
49
Raleigh Capital Management
North Carolina
$5K +$37 +1 +0.7%
Parallax Volatility Advisers
50
Parallax Volatility Advisers
California
– -$244K -8,708 Closed
1
2
3

USMF Hedge Fund Activity: Q3 2022 in Review

49 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q3 2022, worth a combined $140M — down 1% from $142M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new USMF positions and 4 closed out — a net gain of 3 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $2.82M. The largest seller was Susquehanna International Group, cutting an estimated $623K.

  • 49 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q3 2022, up from 47 in Q2 2022.
  • Funds reported $140M of WisdomTree US Multifactor Fund stock for Q3 2022, down 1% quarter-over-quarter.
  • 7 funds opened new WisdomTree US Multifactor Fund positions in Q3 2022 and 4 closed out, a net change of +3 holders.
  • The largest WisdomTree US Multifactor Fund buyer in Q3 2022 was Great Valley Advisor Group, an estimated $2.82M added.
  • The largest WisdomTree US Multifactor Fund seller in Q3 2022 was Susquehanna International Group, an estimated $623K sold.

Based on aggregated 13F filings for Q3 2022.