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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

52 hedge funds and large institutions have $226M invested in WisdomTree US Multifactor Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
21
Reduced
17
Closed
4
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
-$27K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.5M
2
OMC
2
Old Mission Capital
Illinois
$1.28M
3
LPL Financial
3
LPL Financial
California
$4.34M
4
PWS
4
Private Wealth Strategies
Ohio
$54.2M
5
CWM
5
Cabot Wealth Management
Massachusetts
$5.07M

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$21M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$58.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$3.01M
5
MLA
5
My Legacy Advisors
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$951K -$27.1K -597 -3%
BW
27
BIP Wealth
Georgia
$775K -$103K -2,271 -12%
AWM
28
Axxcess Wealth Management
California
$694K – – –
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$684K +$684K +15,043 New
RFG
30
REAP Financial Group
Texas
$637K -$132K -2,913 -17%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$473K +$65.5K +1,442 +16%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$471K -$74.5K -1,640 -14%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$466K +$140K +3,080 +43%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$455K +$174K +3,838 +62%
Citadel Advisors
35
Citadel Advisors
Florida
$432K +$432K +9,512 New
HI
36
Harbour Investments
Wisconsin
$403K +$94.5K +2,080 +31%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$403K – – –
BFA
38
Beacon Financial Advisory
Ohio
$352K +$352K +7,757 New
CA
39
CoreCap Advisors
Michigan
$350K -$35.6K -783 -9%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$228K +$27.8K +611 +14%
RWB
41
RMR Wealth Builders
New Jersey
$227K -$591 -13 -0.3%
CFD
42
Creative Financial Designs
Indiana
$171K -$4.45K -98 -3%
SS
43
Sunbelt Securities
Texas
$68.7K +$227 +5 +0.3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$57K -$67.9K -1,486 -54%
GWM
45
Geneos Wealth Management
Colorado
$31.3K +$31.3K +688 New
CAL
46
Capital Advisors Ltd
Ohio
$21K – – –
C
47
Covestor
United Kingdom
$11K +$1.85K +41 +20%
MIFH
48
Migdal Insurance & Financial Holdings
Israel
$10K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$8.41K +$8.41K +185 New
NA
50
NewEdge Advisors
Louisiana
$3.41K – – –
1
2
3