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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

52 hedge funds and large institutions have $226M invested in WisdomTree US Multifactor Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
21
Reduced
17
Closed
4
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
-$27K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.5M
2
OMC
2
Old Mission Capital
Illinois
$1.28M
3
LPL Financial
3
LPL Financial
California
$4.34M
4
PWS
4
Private Wealth Strategies
Ohio
$54.2M
5
CWM
5
Cabot Wealth Management
Massachusetts
$5.07M

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$21M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$58.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$3.01M
5
MLA
5
My Legacy Advisors
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$1.23K +$1.23K +27 New
Fidelity Investments
52
Fidelity Investments
Massachusetts
$45 +$45 +1 New
Goldman Sachs
53
Goldman Sachs
New York
– -$720K -15,462 Closed
MLA
54
My Legacy Advisors
Oregon
– -$403K -8,660 Closed
SFM
55
Signet Financial Management
New Jersey
– -$292K -6,265 Closed
SIS
56
Sound Income Strategies
Florida
– -$20.1K -432 Closed
HNB
57
Huntington National Bank
Ohio
– -$85.1K – –
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