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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

45 hedge funds and large institutions have $175M invested in WisdomTree US Multifactor Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
4
Increased
20
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$1.98M
2
PWS
2
Private Wealth Strategies
Ohio
$43.7M
3
GVAG
3
Great Valley Advisor Group
Delaware
$30.8M
4
IA
4
Insight Advisors
Pennsylvania
$2.79M
5
BW
5
BIP Wealth
Georgia
$962K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.43M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.28M
3
SWP
3
Stratos Wealth Partners
Ohio
$3.59M
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$420K 10,837 +10,837 New
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$407K 10,489 -3,975 -27%
CA
28
CoreCap Advisors
Michigan
$372K 9,604 +9,604 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$360K 9,278 -226 -2%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$358K 9,231 +2,215 +32%
CAN
31
Cetera Advisor Networks
California
$322K 8,295 +2,517 +44%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$262K 6,752 +25 +0.4%
SFM
33
Signet Financial Management
New Jersey
$248K 6,396 -136 -2%
SS
34
Sunbelt Securities
Texas
$229K 5,914 +16 +0.3%
AWM
35
Avior Wealth Management
Nebraska
$179K 4,622 +466 +11%
CFD
36
Creative Financial Designs
Indiana
$128K 3,301 +1,689 +105%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$96.9K 2,500 +569 +29%
CAL
38
Capital Advisors Ltd
Ohio
$69K 1,768 -1,349 -43%
HI
39
Harbour Investments
Wisconsin
$33.7K 868 -37 -4%
UBS Group
40
UBS Group
Switzerland
$26.4K 682 -57 -8%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$25K 635 -256 -29%
C
42
Covestor
United Kingdom
$9K 231 -63 -21%
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$9K 230 – –
NA
44
NewEdge Advisors
Louisiana
$2.91K 75 – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$155 4 +4 New
ZIMP
46
Zimmermann Investment Management & Planning
Pennsylvania
– – -13,993 Closed
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
– – -13,063 Closed
RWB
48
RMR Wealth Builders
New Jersey
– – -5,647 Closed
AWM
49
Accel Wealth Management
Iowa
– – -1,063 Closed
NFSG
50
Newbridge Financial Services Group
Florida
– – -306 Closed
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