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WisdomTree US Multifactor Fund
USMF

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

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

4% more funds holding

Funds holding: 47 → 49 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.45% less ownership

Funds ownership: 73.46% → 73.01% (-0.45%)

1% less capital invested

Capital invested by funds: $191M → $189M (-$1.65M)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.71%
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
$1M
Puts
–
Net Calls
+$1M
Net Calls Change
+$1M

Top Buyers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
+$2.96M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$990K
3
TFG
Team Financial Group
California
+$939K
4
PAG
Private Advisor Group
New Jersey
+$842K
5
PWS
Private Wealth Strategies
Ohio
+$697K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.96M
2
GVAG
Great Valley Advisor Group
Delaware
-$9.23M
3
HighTower Advisors
HighTower Advisors
Illinois
-$2.99M
4
SWP
Stratos Wealth Partners
Ohio
-$1.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$901K -$52.6K -1,325 -6%
RFG
27
REAP Financial Group
Texas
$861K +$812K +20,476 New
RA
28
RFG Advisory
Alabama
$729K +$120K +3,033 +21%
AWM
29
Axxcess Wealth Management
California
$642K – – –
KAS
30
Kestra Advisory Services
Texas
$599K +$565K +14,244 New
NS
31
NBC Securities
Alabama
$517K +$131K +3,309 +37%
MLA
32
My Legacy Advisors
Oregon
$502K -$851K -21,457 -64%
CA
33
CoreCap Advisors
Michigan
$402K -$1.11K -28 -0.3%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$377K -$52.2K -1,315 -13%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$353K -$30.6K -772 -8%
Citadel Advisors
36
Citadel Advisors
Florida
$276K +$261K +6,571 New
SFM
37
Signet Financial Management
New Jersey
$263K +$397 +10 +0.2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$248K +$132K +3,327 +130%
CAN
39
Cetera Advisor Networks
California
$243K -$130K -3,283 -36%
RWB
40
RMR Wealth Builders
New Jersey
$210K +$198K +4,985 New
HNB
41
Huntington National Bank
Ohio
$190K – – –
SS
42
Sunbelt Securities
Texas
$174K +$714 +18 +0.4%
HI
43
Harbour Investments
Wisconsin
$147K +$97.7K +2,464 +239%
CFD
44
Creative Financial Designs
Indiana
$119K -$46K -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 -$4.64K -117 -38%
NA
49
NewEdge Advisors
Louisiana
$3.15K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$42 +$40 +1 New
1
2
3

USMF Hedge Fund Activity: Q4 2023 in Review

49 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q4 2023, worth a combined $189M — down 0.87% from $191M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new USMF positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Atria Investments, opening a new position worth an estimated $2.96M. The largest seller was Morgan Stanley, cutting an estimated $9.96M.

  • 49 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q4 2023, up from 47 in Q3 2023.
  • Funds reported $189M of WisdomTree US Multifactor Fund stock for Q4 2023, down 0.87% quarter-over-quarter.
  • 8 funds opened new WisdomTree US Multifactor Fund positions in Q4 2023 and 4 closed out, a net change of +4 holders.
  • The largest WisdomTree US Multifactor Fund buyer in Q4 2023 was Atria Investments, an estimated $2.96M added.
  • The largest WisdomTree US Multifactor Fund seller in Q4 2023 was Morgan Stanley, an estimated $9.96M sold.

Based on aggregated 13F filings for Q4 2023.