USMF icon

WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

49 hedge funds and large institutions have $216M invested in WisdomTree US Multifactor Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
–
Holders Change %
0%
% 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
3
Increased
24
Reduced
17
Closed
3
Calls
$1.11M
Puts
–
Net Calls
+$1.11M
Net Calls Change
+$108K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$5.54M
2
Morgan Stanley
Morgan Stanley
New York
+$2.67M
3
IA
Insight Advisors
Pennsylvania
+$1.16M
4
RJA
Raymond James & Associates
Florida
+$720K
5
TFG
Team Financial Group
California
+$672K

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
-$2.47M
2
PAG
Private Advisor Group
New Jersey
-$1.03M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$874K
4
KAS
Kestra Advisory Services
Texas
-$599K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$423K
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
26
BIP Wealth
Georgia
$900K -$217K -4,664 -19%
RFG
27
REAP Financial Group
Texas
$788K -$166K -3,555 -17%
Goldman Sachs
28
Goldman Sachs
New York
$720K -$329K -7,067 -31%
AWM
29
Axxcess Wealth Management
California
$711K – – –
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$559K +$559K +12,016 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$418K +$27.3K +587 +7%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$413K -$4.66K -100 -1%
MLA
33
My Legacy Advisors
Oregon
$403K -$147K -3,159 -27%
CA
34
CoreCap Advisors
Michigan
$395K -$50.6K -1,086 -11%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$334K +$59.5K +1,279 +22%
HI
36
Harbour Investments
Wisconsin
$316K +$154K +3,298 +94%
SFM
37
Signet Financial Management
New Jersey
$292K – – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$288K -$874K -18,778 -75%
CAN
39
Cetera Advisor Networks
California
$276K +$7.54K +162 +3%
RWB
40
RMR Wealth Builders
New Jersey
$233K +$698 +15 +0.3%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$205K +$205K +4,412 New
CFD
42
Creative Financial Designs
Indiana
$180K +$48.1K +1,033 +37%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$127K +$105K +2,255 +471%
HNB
44
Huntington National Bank
Ohio
$85.1K -$190K – –
SS
45
Sunbelt Securities
Texas
$70.1K -$122K -2,625 -64%
CAL
46
Capital Advisors Ltd
Ohio
$22K – – –
SIS
47
Sound Income Strategies
Florida
$20.1K +$20.1K +432 New
MIFH
48
Migdal Insurance & Financial Holdings
Israel
$11K – – –
C
49
Covestor
United Kingdom
$9K +$576 +13 +7%
NA
50
NewEdge Advisors
Louisiana
$3.49K – – –
1
2
3