WisdomTree US Multifactor Fund
USMF
49 hedge funds and large institutions have $189M invested in WisdomTree US Multifactor Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 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)
0.45% less ownership
Funds ownership: 73.46% → 73.01% (-0.45%)
1% less capital invested
Capital invested by funds: $191M → $189M (-$1.65M)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.96M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$990K |
| 3 |
TFG
Team Financial Group
Temecula,
California
|
+$939K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$842K |
| 5 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$697K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.96M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$9.23M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$2.99M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$409K | -10,640 | Closed |
|
|
PAS
52
Park Avenue Securities
New York
| – | -$345K | -8,983 | Closed |
|
|
AWM
53
Avior Wealth Management
Omaha,
Nebraska
| – | -$185K | -4,819 | Closed |
|
54
UBS Group
Zurich,
Switzerland
| – | -$5.69K | -148 | Closed |
|
USMF Hedge Fund Activity: Q4 2023 in Review
49 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q4 2023, worth a combined $189M — down 0.87% from $191M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new USMF positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 19 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $2.96M. The largest seller was Morgan Stanley, cutting an estimated $9.96M.
- 49 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q4 2023, up from 47 in Q3 2023.
- Funds reported $189M of WisdomTree US Multifactor Fund stock for Q4 2023, down 0.87% quarter-over-quarter.
- 8 funds opened new WisdomTree US Multifactor Fund positions in Q4 2023 and 4 closed out, a net change of +4 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q4 2023 was Atria Investments, an estimated $2.96M added.
- The largest WisdomTree US Multifactor Fund seller in Q4 2023 was Morgan Stanley, an estimated $9.96M sold.
Based on aggregated 13F filings for Q4 2023.