WisdomTree US Multifactor Fund
USMF
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.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
6% more funds holding
Funds holding: 49 → 52 (+3)
3.19% more ownership
Funds ownership: 73.77% → 76.96% (+3.2%)
5% more capital invested
Capital invested by funds: $216M → $226M (+$9.84M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$9.27M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.28M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.17M |
| 4 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$971K |
| 5 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
+$952K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$2.02M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$963K |
| 3 |
Goldman Sachs
New York
|
-$720K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$416K |
| 5 |
MLA
My Legacy Advisors
Bend,
Oregon
|
-$403K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $1.23K | +$1.22K | +27 | New |
|
52
Fidelity Investments
Boston,
Massachusetts
| $45 | +$45 | +1 | New |
|
|
53
Goldman Sachs
New York
| – | -$720K | -15,462 | Closed |
|
|
MLA
54
My Legacy Advisors
Bend,
Oregon
| – | -$403K | -8,660 | Closed |
|
|
SFM
55
Signet Financial Management
Parsippany,
New Jersey
| – | -$292K | -6,265 | Closed |
|
|
SIS
56
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$20.1K | -432 | Closed |
|
USMF Hedge Fund Activity: Q2 2024 in Review
52 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q2 2024, worth a combined $226M — up 4.6% from $216M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new USMF positions and 4 closed out — a net gain of 5 holders — while 21 added to existing stakes and 17 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $9.27M. The largest seller was Great Valley Advisor Group, cutting an estimated $2.02M.
- 52 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q2 2024, up from 49 in Q1 2024.
- Funds reported $226M of WisdomTree US Multifactor Fund stock for Q2 2024, up 4.6% quarter-over-quarter.
- 9 funds opened new WisdomTree US Multifactor Fund positions in Q2 2024 and 4 closed out, a net change of +5 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $9.27M added.
- The largest WisdomTree US Multifactor Fund seller in Q2 2024 was Great Valley Advisor Group, an estimated $2.02M sold.
Based on aggregated 13F filings for Q2 2024.