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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
22
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$7.83M
2
SWP
2
Stratos Wealth Partners
Ohio
$4.43M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$46.4M
4
AF
4
Allworth Financial
California
$2.75M
5
LPL Financial
5
LPL Financial
California
$3.37M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.1M
2
GVAG
2
Great Valley Advisor Group
Delaware
$30.1M
3
AWM
3
AE Wealth Management
Kansas
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$3.18M
5
IA
5
Insight Advisors
Pennsylvania
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
26
TRUADVICE
Florida
$447K -$21K -544 -4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$412K +$190K +5,060 +86%
CA
28
CoreCap Advisors
Michigan
$373K -$11.7K -311 -3%
RW
29
RVW Wealth
California
$287K -$754K -20,049 -72%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$252K +$1.32K +35 +0.5%
SFM
31
Signet Financial Management
New Jersey
$250K -$97.3K -2,587 -28%
RWB
32
RMR Wealth Builders
New Jersey
$241K +$263 +7 +0.1%
SS
33
Sunbelt Securities
Texas
$221K +$790 +21 +0.4%
CAN
34
Cetera Advisor Networks
California
$218K +$218K +5,803 New
CAL
35
Capital Advisors Ltd
Ohio
$117K – – –
IA
36
IFP Advisors
Florida
$64K -$24.2K -838 -27%
CFD
37
Creative Financial Designs
Indiana
$60.1K -$6.66K -177 -10%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$44.4K +$23.8K +634 +116%
AWM
39
Accel Wealth Management
Iowa
$39.9K +$188 +5 +0.5%
HI
40
Harbour Investments
Wisconsin
$25.4K +$150 +4 +0.6%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$17K +$4.53K +119 +36%
C
42
Covestor
United Kingdom
$13K -$897 -24 -6%
NFSG
43
Newbridge Financial Services Group
Florida
$11.5K +$301 +8 +3%
MCC
44
Money Concepts Capital
Florida
$11.3K +$11.3K +300 New
MIFH
45
Migdal Insurance & Financial Holdings
Israel
$11K – – –
UBS Group
46
UBS Group
Switzerland
$7.37K -$37.1K -986 -83%
NA
47
NewEdge Advisors
Louisiana
$2.82K +$2.82K +150 New
AWM
48
AE Wealth Management
Kansas
– -$1.81M -53,044 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$625K -18,294 Closed
LCAM
50
London & Capital Asset Management
United Kingdom
– -$418K -12,246 Closed
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