WisdomTree US Multifactor Fund
USMF
49 hedge funds and large institutions have $140M invested in WisdomTree US Multifactor Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 12
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
4.39% more ownership
Funds ownership: 87.71% → 92.1% (+4.4%)
4% more funds holding
Funds holding: 47 → 49 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $142M → $140M (-$1.41M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$2.82M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.71M |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
+$1.03M |
| 4 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
+$675K |
| 5 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$561K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$623K |
| 2 |
Parallax Volatility Advisers
San Francisco,
California
|
-$244K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$116K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$35.8K |
| 5 |
T
TRUADVICE
Sarasota,
Florida
|
-$24.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Bank of America
Charlotte,
North Carolina
| – | -$116K | -3,200 | Closed |
|
|
TCWM
52
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$1K | -37 | Closed |
|
USMF Hedge Fund Activity: Q3 2022 in Review
49 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q3 2022, worth a combined $140M — down 1% from $142M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new USMF positions and 4 closed out — a net gain of 3 holders — while 24 added to existing stakes and 12 trimmed.
The largest buyer was Great Valley Advisor Group, adding an estimated $2.82M. The largest seller was Susquehanna International Group, cutting an estimated $623K.
- 49 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q3 2022, up from 47 in Q2 2022.
- Funds reported $140M of WisdomTree US Multifactor Fund stock for Q3 2022, down 1% quarter-over-quarter.
- 7 funds opened new WisdomTree US Multifactor Fund positions in Q3 2022 and 4 closed out, a net change of +3 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q3 2022 was Great Valley Advisor Group, an estimated $2.82M added.
- The largest WisdomTree US Multifactor Fund seller in Q3 2022 was Susquehanna International Group, an estimated $623K sold.
Based on aggregated 13F filings for Q3 2022.