WisdomTree US Multifactor Fund
USMF
47 hedge funds and large institutions have $167M invested in WisdomTree US Multifactor Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 7 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
19% more capital invested
Capital invested by funds: $140M → $167M (+$26.7M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 49 → 47 (-2)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
24.68% less ownership
Funds ownership: 92.1% → 67.42% (-25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.01M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$4.42M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$3.23M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$2.74M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.02M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$2.11M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.81M |
| 4 |
Goldman Sachs
New York
|
-$1.66M |
| 5 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$857K |
USMF Hedge Fund Activity: Q4 2022 in Review
47 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q4 2022, worth a combined $167M — up 19% from $140M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of USMF and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 22 added.
The largest buyer was Wells Fargo, adding an estimated $7.01M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.02M.
- 47 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q4 2022, down from 49 in Q3 2022.
- Funds reported $167M of WisdomTree US Multifactor Fund stock for Q4 2022, up 19% quarter-over-quarter.
- 6 funds opened new WisdomTree US Multifactor Fund positions in Q4 2022 and 7 closed out, a net change of -1 holder.
- The largest WisdomTree US Multifactor Fund buyer in Q4 2022 was Wells Fargo, an estimated $7.01M added.
- The largest WisdomTree US Multifactor Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $3.02M sold.
Based on aggregated 13F filings for Q4 2022.