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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

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
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.83%
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

1
Lido Advisors
1
Lido Advisors
California
$116M
2
CAP
2
Columbia Advisory Partners
Washington
$7.77M
3
LPL Financial
3
LPL Financial
California
$12.2M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.97M
5
Wells Fargo
5
Wells Fargo
California
$6.53M

Top Sellers

1
WWM
1
Western Wealth Management
Colorado
$0
2
NS
2
NBC Securities
Alabama
$1.39K
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.1M
5
FEG
5
Financial Enhancement Group
Indiana
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
26
Kestra Private Wealth Services
Texas
$1.45M +$121K +2,432 +9%
Citadel Advisors
27
Citadel Advisors
Florida
$1.17M +$1.17M +23,588 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.1M -$1.06M -21,347 -49%
RA
29
RFG Advisory
Alabama
$958K -$126K -2,534 -12%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$947K -$141K -2,832 -13%
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$932K -$39.4K -793 -4%
BW
32
BIP Wealth
Georgia
$799K -$78.8K -1,587 -9%
AWM
33
Axxcess Wealth Management
California
$759K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$747K +$165K +3,322 +28%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$731K -$41.3K -831 -5%
QP
36
Quartz Partners
New York
$631K -$348 -7 -0.1%
BFA
37
Beacon Financial Advisory
Ohio
$618K +$145K +2,923 +31%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$524K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$489K -$695 -14 -0.1%
HI
40
Harbour Investments
Wisconsin
$484K -$13.5K -272 -3%
DWM
41
Drive Wealth Management
Utah
$476K -$795 -16 -0.2%
RFG
42
REAP Financial Group
Texas
$461K -$69.2K -1,392 -13%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$400K -$41.3K -830 -9%
AAS
44
Avantax Advisory Services
Texas
$364K +$364K +7,324 New
CA
45
CoreCap Advisors
Michigan
$362K -$12.9K -260 -3%
PAS
46
Park Avenue Securities
New York
$349K +$349K +7,023 New
WEG
47
World Equity Group
Illinois
$346K +$346K +6,960 New
CIA
48
Concurrent Investment Advisors
Florida
$283K +$283K +5,693 New
RWB
49
RMR Wealth Builders
New Jersey
$230K -$1.29K -26 -0.6%
OP
50
ORG Partners
Indiana
$173K +$173K +3,473 New
1
2
3