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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

67 hedge funds and large institutions have $332M invested in WisdomTree US Multifactor Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
24
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
IA
1
Insight Advisors
Pennsylvania
$0
2
WWM
2
WJ Wealth Management
Arizona
$5.58M
3
AIM
3
Archer Investment Management
Texas
$7.7M
4
LPL Financial
4
LPL Financial
California
$19.3M
5
Lido Advisors
5
Lido Advisors
California
$40.7M
Name Market Value Shares Shares
Change 		Shares
Change %
NS
51
NBC Securities
Alabama
$246K 4,813 +50 +1%
RWB
52
RMR Wealth Builders
New Jersey
$226K 4,417 -15 -0.3%
TFS
53
Thoroughbred Financial Services
Tennessee
$226K 4,428 +4,428 New
CFD
54
Creative Financial Designs
Indiana
$91.1K 1,778 -161 -8%
RFG
55
REAP Financial Group
Texas
$89.2K 1,740 -148 -8%
KG
56
Kilter Group
New York
$88.1K 1,718 +1,718 New
Bank of America
57
Bank of America
North Carolina
$83.9K 1,637 -408 -20%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$55K 1,085 -163 -13%
HFS
59
Hughes Financial Services
Virginia
$50.7K 996 – –
GWM
60
Geneos Wealth Management
Colorado
$42.8K 834 -610 -42%
AWM
61
AE Wealth Management
Kansas
$25.4K 495 +483 +4,025%
CAL
62
Capital Advisors Ltd
Ohio
$12K 233 -232 -50%
IA
63
IFP Advisors
Florida
$9.12K 178 – –
T
64
Transce3nd
Texas
$7.89K 154 – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$6.25K 122 – –
SAM
66
Smartleaf Asset Management
Massachusetts
$4.98K 98 -772 -89%
C
67
Covestor
United Kingdom
$3K 62 – –
IA
68
Insight Advisors
Pennsylvania
– – -95,536 Closed
Goldman Sachs
69
Goldman Sachs
New York
– – -23,215 Closed
Jane Street
70
Jane Street
New York
– – -20,567 Closed
1832 Asset Management
71
1832 Asset Management
Ontario, Canada
– – -10,550 Closed
PA
72
PSI Advisors
Florida
– – -372 Closed
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