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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

68 hedge funds and large institutions have $334M invested in WisdomTree US Multifactor Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
25
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Systelligence LLC
Minnesota
$11.8M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.95M
3
NA
NewEdge Advisors
Louisiana
$4.19M
4
PAG
Private Advisor Group
New Jersey
$4.02M
5
GVAG
Great Valley Advisor Group
Delaware
$27.2M

Top Sellers

1
IA
Insight Advisors
Pennsylvania
$0
2
WWM
WJ Wealth Management
Arizona
$5.58M
3
AIM
Archer Investment Management
Texas
$7.7M
4
LPL Financial
LPL Financial
California
$19.3M
5
Lido Advisors
Lido Advisors
California
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.91M +$940K +18,347 +97%
CIA
27
Concurrent Investment Advisors
Florida
$1.89M -$289K -5,638 -13%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$1.57M +$1.57M +30,626 New
AAS
29
Avantax Advisory Services
Texas
$1.53M +$904K +17,641 +144%
WWA
30
WCG Wealth Advisors
Nevada
$1.47M -$86.1K -1,680 -6%
KPWS
31
Kestra Private Wealth Services
Texas
$1.44M -$52.9K -1,033 -4%
Citadel Advisors
32
Citadel Advisors
Florida
$1.19M +$937K +18,286 +378%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$975K +$74.5K +1,454 +8%
BFA
34
Beacon Financial Advisory
Ohio
$933K -$153K -2,980 -14%
AWM
35
Axxcess Wealth Management
California
$783K – – –
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$775K -$10.3K -200 -1%
MWM
37
Modern Wealth Management
Kansas
$718K -$35.3K -689 -5%
IWM
38
IHT Wealth Management
Illinois
$700K +$700K +13,666 New
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$596K +$1.29K +25 +0.2%
AA
40
Armis Advisers
Georgia
$579K -$145K -2,832 -20%
AWA
41
Arkadios Wealth Advisors
Georgia
$567K +$1.85K +36 +0.3%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$527K -$72.2K -1,409 -12%
KAS
43
Kestra Advisory Services
Texas
$512K +$512K +9,997 New
QP
44
Quartz Partners
New York
$479K -$10.5K -204 -2%
CF
45
Centaurus Financial
California
$445K +$445K +8,675 New
OP
46
ORG Partners
Indiana
$409K -$13.3K -258 -3%
BW
47
BIP Wealth
Georgia
$406K -$258K -5,029 -39%
DWM
48
Drive Wealth Management
Utah
$376K +$769 +15 +0.2%
CA
49
CoreCap Advisors
Michigan
$308K -$15.9K -310 -5%
MA
50
Mutual Advisors
Nebraska
$300K +$300K +5,848 New
1
2
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