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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

58 hedge funds and large institutions have $193M invested in WisdomTree US Multifactor Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
26
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Western Wealth Management
Colorado
$4.02M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$14.9M
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$1.31M
4
KPWS
4
Kestra Private Wealth Services
Texas
$1.3M
5
FEG
5
Financial Enhancement Group
Indiana
$2.26M

Top Sellers

1
CWM
1
Cabot Wealth Management
Massachusetts
$0
2
RJA
2
Raymond James & Associates
Florida
$1.58M
3
OMC
3
Old Mission Capital
Illinois
$570K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$955K -$67.2K -1,374 -7%
BW
27
BIP Wealth
Georgia
$863K +$29.4K +602 +4%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$760K +$24.8K +508 +3%
AWM
29
Axxcess Wealth Management
California
$746K – – –
QP
30
Quartz Partners
New York
$621K +$621K +12,705 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$572K +$63.3K +1,296 +12%
OMC
32
Old Mission Capital
Illinois
$570K -$808K -16,530 -59%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$563K +$56.3K +1,152 +11%
RFG
34
REAP Financial Group
Texas
$522K -$163K -3,337 -24%
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$516K +$516K +10,550 New
HI
36
Harbour Investments
Wisconsin
$490K +$56K +1,146 +13%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$482K -$19.2K -393 -4%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$478K +$478K +9,780 New
DWM
39
Drive Wealth Management
Utah
$469K +$469K +9,600 New
BFA
40
Beacon Financial Advisory
Ohio
$465K +$85.9K +1,757 +23%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$434K – – –
Jane Street
42
Jane Street
New York
$426K +$426K +8,717 New
CA
43
CoreCap Advisors
Michigan
$369K -$7.33K -150 -2%
FAIM
44
Financial Advocates Investment Management
Washington
$275K +$275K +6,007 New
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$246K +$782 +16 +0.3%
RWB
46
RMR Wealth Builders
New Jersey
$227K -$16.6K -340 -7%
CFD
47
Creative Financial Designs
Indiana
$160K -$23.6K -482 -13%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$105K +$44K +901 +72%
UBS Group
49
UBS Group
Switzerland
$34.8K +$33.5K +685 +2,537%
GWM
50
Geneos Wealth Management
Colorado
$33.6K – – –
1
2
3