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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

46 hedge funds and large institutions have $173M invested in WisdomTree US Multifactor Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
23
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.1M
2
PAG
2
Private Advisor Group
New Jersey
$3.05M
3
VWA
3
V Wealth Advisors
Kansas
$899K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$543K
5
BW
5
BIP Wealth
Georgia
$477K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
GVAG
2
Great Valley Advisor Group
Delaware
$29.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
LPL Financial
4
LPL Financial
California
$2.76M
5
ZIMP
5
Zimmermann Investment Management & Planning
Pennsylvania
$525K
Name Market Value Shares Shares
Change 		Shares
Change %
BW
26
BIP Wealth
Georgia
$477K 12,702 +12,702 New
T
27
TRUADVICE
Florida
$450K 12,000 +439 +4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$357K 9,504 -1,456 -13%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$263K 7,016 +7,016 New
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$253K 6,727 +19 +0.3%
SFM
31
Signet Financial Management
New Jersey
$245K 6,532 -117 -2%
SS
32
Sunbelt Securities
Texas
$218K 5,898 +11 +0.2%
CAN
33
Cetera Advisor Networks
California
$217K 5,778 -25 -0.4%
RWB
34
RMR Wealth Builders
New Jersey
$212K 5,647 -752 -12%
AWM
35
Avior Wealth Management
Nebraska
$156K 4,156 +4,156 New
CAL
36
Capital Advisors Ltd
Ohio
$117K 3,117 – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$72.5K 1,931 +749 +63%
CFD
38
Creative Financial Designs
Indiana
$60.5K 1,612 +14 +0.9%
AWM
39
Accel Wealth Management
Iowa
$39.9K 1,063 +1 +0.1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$34K 891 +444 +99%
HI
41
Harbour Investments
Wisconsin
$34K 905 +229 +34%
UBS Group
42
UBS Group
Switzerland
$27.7K 739 +543 +277%
NFSG
43
Newbridge Financial Services Group
Florida
$11.5K 306 – –
C
44
Covestor
United Kingdom
$11K 294 -54 -16%
MIFH
45
Migdal Insurance & Financial Holdings
Israel
$9K 230 -75 -25%
NA
46
NewEdge Advisors
Louisiana
$2.82K 75 -75 -50%
Goldman Sachs
47
Goldman Sachs
New York
– – -84,568 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– – -22,280 Closed
RW
49
RVW Wealth
California
– – -7,637 Closed
IA
50
IFP Advisors
Florida
– – -2,219 Closed
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