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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

49 hedge funds and large institutions have $189M invested in WisdomTree US Multifactor Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
17
Reduced
19
Closed
4
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
+$1.01M

Top Buyers

1
AI
Atria Investments
North Carolina
$3.14M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.05M
3
TFG
Team Financial Group
California
$13.9M
4
PAG
Private Advisor Group
New Jersey
$5.56M
5
PWS
Private Wealth Strategies
Ohio
$49.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.02M
2
GVAG
Great Valley Advisor Group
Delaware
$23.5M
3
HighTower Advisors
HighTower Advisors
Illinois
$50M
4
SWP
Stratos Wealth Partners
Ohio
$2.09M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$901K -$55.7K -1,325 -6%
RFG
27
REAP Financial Group
Texas
$861K +$861K +20,476 New
RA
28
RFG Advisory
Alabama
$729K +$128K +3,033 +21%
AWM
29
Axxcess Wealth Management
California
$642K – – –
KAS
30
Kestra Advisory Services
Texas
$599K +$599K +14,244 New
NS
31
NBC Securities
Alabama
$517K +$139K +3,309 +37%
MLA
32
My Legacy Advisors
Oregon
$502K -$911K -21,457 -64%
CA
33
CoreCap Advisors
Michigan
$402K -$1.18K -28 -0.3%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$377K -$55.3K -1,315 -13%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$353K -$32.5K -772 -8%
Citadel Advisors
36
Citadel Advisors
Florida
$276K +$276K +6,571 New
SFM
37
Signet Financial Management
New Jersey
$263K +$421 +10 +0.2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$248K +$140K +3,327 +130%
CAN
39
Cetera Advisor Networks
California
$243K -$138K -3,283 -36%
RWB
40
RMR Wealth Builders
New Jersey
$210K +$210K +4,985 New
HNB
41
Huntington National Bank
Ohio
$190K – – –
SS
42
Sunbelt Securities
Texas
$174K +$757 +18 +0.4%
HI
43
Harbour Investments
Wisconsin
$147K +$104K +2,464 +239%
CFD
44
Creative Financial Designs
Indiana
$119K -$48.7K -1,159 -29%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$21K – – –
CAL
46
Capital Advisors Ltd
Ohio
$20K – – –
MIFH
47
Migdal Insurance & Financial Holdings
Israel
$10K – – –
C
48
Covestor
United Kingdom
$8K -$4.93K -117 -38%
NA
49
NewEdge Advisors
Louisiana
$3.15K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$42 +$42 +1 New
1
2
3