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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
17
Reduced
19
Closed
4
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
+$1.01M

Top Buyers

1
AI
Atria Investments
North Carolina
$3.14M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.05M
3
TFG
Team Financial Group
California
$13.9M
4
PAG
Private Advisor Group
New Jersey
$5.56M
5
PWS
Private Wealth Strategies
Ohio
$49.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.02M
2
GVAG
Great Valley Advisor Group
Delaware
$23.5M
3
HighTower Advisors
HighTower Advisors
Illinois
$50M
4
SWP
Stratos Wealth Partners
Ohio
$2.09M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
– -$409K -10,640 Closed
PAS
52
Park Avenue Securities
New York
– -$345K -8,983 Closed
AWM
53
Avior Wealth Management
Nebraska
– -$185K -4,819 Closed
UBS Group
54
UBS Group
Switzerland
– -$5.69K -148 Closed
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