WisdomTree US Multifactor Fund
USMF
49 hedge funds and large institutions have $216M invested in WisdomTree US Multifactor Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 3 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
14% more capital invested
Capital invested by funds: $189M → $216M (+$26.7M)
0.76% more ownership
Funds ownership: 73.01% → 73.77% (+0.76%)
0% more funds holding
Funds holding: 49 → 49 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$5.26M |
| 2 |
Morgan Stanley
New York
|
+$2.53M |
| 3 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$1.1M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$682K |
| 5 |
TFG
Team Financial Group
Temecula,
California
|
+$637K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$2.34M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$976K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$829K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$599K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$401K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KAS
51
Kestra Advisory Services
Austin,
Texas
| – | -$599K | -14,244 | Closed |
|
52
Citadel Advisors
Miami,
Florida
| – | -$276K | -6,571 | Closed |
|
53
Fidelity Investments
Boston,
Massachusetts
| – | -$42 | -1 | Closed |
|
USMF Hedge Fund Activity: Q1 2024 in Review
49 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q1 2024, worth a combined $216M — up 14% from $189M a quarter earlier.
Fund positioning in USMF was balanced in Q1 2024: 3 funds opened new positions, 3 closed out, 24 added to existing stakes and 17 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $5.26M. The largest seller was Great Valley Advisor Group, cutting an estimated $2.34M.
- 49 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $216M of WisdomTree US Multifactor Fund stock for Q1 2024, up 14% quarter-over-quarter.
- 3 funds opened new WisdomTree US Multifactor Fund positions in Q1 2024 and 3 closed out, a net change of 0 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q1 2024 was HighTower Advisors, an estimated $5.26M added.
- The largest WisdomTree US Multifactor Fund seller in Q1 2024 was Great Valley Advisor Group, an estimated $2.34M sold.
Based on aggregated 13F filings for Q1 2024.