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WisdomTree US Multifactor Fund
USMF

62 hedge funds and large institutions have $351M invested in WisdomTree US Multifactor Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

82% more capital invested

Capital invested by funds: $193M → $351M (+$158M)

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

38.21% more ownership

Funds ownership: 58.23% → 96.44% (+38%)

7% more funds holding

Funds holding: 58 → 62 (+4)

42% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 26

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.82%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
16
Increased
15
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$118M
2
CAP
Columbia Advisory Partners
Washington
+$7.89M
3
LPL Financial
LPL Financial
California
+$6.77M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.49M
5
Wells Fargo
Wells Fargo
California
+$2.14M

Top Sellers

Rank Fund Capital Flow
1
WWM
Western Wealth Management
Colorado
-$4.02M
2
BWP
Baldwin Wealth Partners
Massachusetts
-$1.31M
3
NS
NBC Securities
Alabama
-$1.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.08M
5
FEG
Financial Enhancement Group
Indiana
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$1.45M +$123K +2,432 +9%
Citadel Advisors
27
Citadel Advisors
Florida
$1.17M +$1.19M +23,588 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.1M -$1.08M -21,347 -49%
RA
29
RFG Advisory
Alabama
$958K -$128K -2,534 -12%
JP Morgan Chase
30
JP Morgan Chase
New York
$947K -$143K -2,832 -13%
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$932K -$40K -793 -4%
BW
32
BIP Wealth
Georgia
$799K -$80.1K -1,587 -9%
AWM
33
Axxcess Wealth Management
California
$759K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$747K +$168K +3,322 +28%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$731K -$42K -831 -5%
QP
36
Quartz Partners
New York
$631K -$354 -7 -0.1%
BFA
37
Beacon Financial Advisory
Ohio
$618K +$148K +2,923 +31%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$524K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$489K -$707 -14 -0.1%
HI
40
Harbour Investments
Wisconsin
$484K -$13.7K -272 -3%
DWM
41
Drive Wealth Management
Utah
$476K -$808 -16 -0.2%
RFG
42
REAP Financial Group
Texas
$461K -$70.3K -1,392 -13%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$400K -$41.9K -830 -9%
AAS
44
Avantax Advisory Services
Texas
$364K +$370K +7,324 New
CA
45
CoreCap Advisors
Michigan
$362K -$13.1K -260 -3%
PAS
46
Park Avenue Securities
New York
$349K +$355K +7,023 New
WEG
47
World Equity Group
Illinois
$346K +$351K +6,960 New
CIA
48
Concurrent Investment Advisors
Florida
$283K +$287K +5,693 New
RWB
49
RMR Wealth Builders
New Jersey
$230K -$1.31K -26 -0.6%
OP
50
ORG Partners
Indiana
$173K +$175K +3,473 New
1
2
3

USMF Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q4 2024, worth a combined $351M — up 82% from $193M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new USMF positions and 10 closed out — a net gain of 6 holders — while 15 added to existing stakes and 26 trimmed.

The largest buyer was Lido Advisors, opening a new position worth an estimated $118M. The largest seller was Western Wealth Management, exiting entirely with an estimated $4.02M sold.

  • 62 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q4 2024, up from 58 in Q3 2024.
  • Funds reported $351M of WisdomTree US Multifactor Fund stock for Q4 2024, up 82% quarter-over-quarter.
  • 16 funds opened new WisdomTree US Multifactor Fund positions in Q4 2024 and 10 closed out, a net change of +6 holders.
  • The largest WisdomTree US Multifactor Fund buyer in Q4 2024 was Lido Advisors, an estimated $118M added.
  • The largest WisdomTree US Multifactor Fund seller in Q4 2024 was Western Wealth Management, an estimated $4.02M sold.

Based on aggregated 13F filings for Q4 2024.