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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

64 hedge funds and large institutions have $301M invested in WisdomTree US Multifactor Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
21
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFG
SNS Financial Group
Minnesota
+$19.1M
2
WWM
WJ Wealth Management
Arizona
+$8.94M
3
LPL Financial
LPL Financial
California
+$8.64M
4
Raymond James Financial
Raymond James Financial
Florida
+$3.67M
5
Wells Fargo
Wells Fargo
California
+$2.87M

Top Sellers

1
Lido Advisors
Lido Advisors
California
-$75M
2
PAG
Private Advisor Group
New Jersey
-$5.22M
3
AIM
Archer Investment Management
Texas
-$3.78M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.64M
5
SAM
Smartleaf Asset Management
Massachusetts
-$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.15M +$1.15M +23,215 New
BFA
27
Beacon Financial Advisory
Ohio
$1.05M +$434K +8,746 +70%
Jane Street
28
Jane Street
New York
$1.02M +$1.02M +20,567 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$940K -$871K -17,548 -48%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$872K -$74.1K -1,493 -8%
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$760K -$171K -3,442 -18%
AWM
32
Axxcess Wealth Management
California
$758K – – –
MWM
33
Modern Wealth Management
Kansas
$730K +$730K +14,705 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$711K +$223K +4,485 +46%
AA
35
Armis Advisers
Georgia
$701K -$1.19M -24,040 -63%
BW
36
BIP Wealth
Georgia
$642K -$155K -3,132 -19%
AAS
37
Avantax Advisory Services
Texas
$607K +$243K +4,905 +67%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$580K -$517K -10,413 -47%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$571K -$159K -3,205 -22%
AWA
40
Arkadios Wealth Advisors
Georgia
$547K +$547K +11,024 New
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$523K – – –
PAG
42
Private Advisor Group
New Jersey
$506K -$5.22M -105,276 -91%
QP
43
Quartz Partners
New York
$474K -$156K -3,151 -25%
OP
44
ORG Partners
Indiana
$408K +$235K +4,720 +136%
DWM
45
Drive Wealth Management
Utah
$363K -$112K -2,267 -24%
CA
46
CoreCap Advisors
Michigan
$313K -$48.6K -979 -13%
Citadel Advisors
47
Citadel Advisors
Florida
$240K -$931K -18,755 -80%
NS
48
NBC Securities
Alabama
$236K +$235K +4,736 +17,541%
RWB
49
RMR Wealth Builders
New Jersey
$220K -$9.38K -189 -4%
Bank of America
50
Bank of America
North Carolina
$101K -$3.13K -63 -3%
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