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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

47 hedge funds and large institutions have $191M invested in WisdomTree US Multifactor Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
5
Increased
22
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.6M
2
WWA
2
WCG Wealth Advisors
Nevada
$1.08M
3
PWS
3
Private Wealth Strategies
Ohio
$44.3M
4
PAG
4
Private Advisor Group
New Jersey
$4.27M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$48.6M

Top Sellers

1
VWA
1
V Wealth Advisors
Kansas
$0
2
LPL Financial
2
LPL Financial
California
$2.37M
3
Wells Fargo
3
Wells Fargo
California
$2.96M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
AF
5
Allworth Financial
California
$1.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
Axxcess Wealth Management
California
$587K 15,272 – –
RA
27
RFG Advisory
Alabama
$550K 14,304 -188 -1%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$409K 10,640 +1,409 +15%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$396K 10,288 -201 -2%
CA
30
CoreCap Advisors
Michigan
$369K 9,596 -8 -0.1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$352K 9,158 -120 -1%
CAN
32
Cetera Advisor Networks
California
$348K 9,050 +755 +9%
NS
33
NBC Securities
Alabama
$346K 9,007 +9,007 New
PAS
34
Park Avenue Securities
New York
$345K 8,983 +8,983 New
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$261K 6,777 +25 +0.4%
SFM
36
Signet Financial Management
New Jersey
$241K 6,255 -141 -2%
AWM
37
Avior Wealth Management
Nebraska
$185K 4,819 +197 +4%
SS
38
Sunbelt Securities
Texas
$158K 4,113 -1,801 -30%
CFD
39
Creative Financial Designs
Indiana
$153K 3,986 +685 +21%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$98.5K 2,562 +62 +2%
HI
41
Harbour Investments
Wisconsin
$39.6K 1,029 +161 +19%
CAL
42
Capital Advisors Ltd
Ohio
$18K 465 -1,303 -74%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$18K 479 -156 -25%
C
44
Covestor
United Kingdom
$12K 307 +76 +33%
MIFH
45
Migdal Insurance & Financial Holdings
Israel
$9K 230 – –
UBS Group
46
UBS Group
Switzerland
$5.69K 148 -534 -78%
NA
47
NewEdge Advisors
Louisiana
$2.89K 75 – –
VWA
48
V Wealth Advisors
Kansas
– – -24,907 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– – -10,837 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
– – -4 Closed
1
2
3