WisdomTree US Multifactor Fund
USMF
58 hedge funds and large institutions have $193M invested in WisdomTree US Multifactor Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
12% more funds holding
Funds holding: 52 → 58 (+6)
14% less capital invested
Capital invested by funds: $226M → $193M (-$32.5M)
18.73% less ownership
Funds ownership: 76.96% → 58.23% (-19%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$3.88M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.51M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$1.63M |
| 4 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
+$1.27M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$5.07M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.59M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$778K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$455K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$432K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
51
Capital Advisors Ltd
Shaker Heights,
Ohio
| $23K | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $19.9K | +$19.1K | +406 | +40,600% |
|
|
C
53
Covestor
London,
United Kingdom
| $11K | -$1.04K | -22 | -9% |
|
|
MIFH
54
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $11K | – | – | – |
|
|
ACA
55
Aptus Capital Advisors
Fairhope,
Alabama
| $10.2K | +$9.84K | +209 | New |
|
|
GWANC
56
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $10.2K | +$9.84K | +209 | New |
|
|
CFGS
57
Concourse Financial Group Securities
Birmingham,
Alabama
| $9.04K | – | – | – |
|
|
NA
58
NewEdge Advisors
New Orleans,
Louisiana
| $3.67K | – | – | – |
|
|
CWM
59
Cabot Wealth Management
Salem,
Massachusetts
| – | -$5.07M | -111,485 | Closed |
|
|
60
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$455K | -10,018 | Closed |
|
|
61
Citadel Advisors
Miami,
Florida
| – | -$432K | -9,512 | Closed |
|
|
SS
62
Sunbelt Securities
Houston,
Texas
| – | -$68.7K | -1,511 | Closed |
|
USMF Hedge Fund Activity: Q3 2024 in Review
58 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q3 2024, worth a combined $193M — down 14% from $226M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new USMF positions and 4 closed out — a net gain of 7 holders — while 26 added to existing stakes and 14 trimmed.
The largest buyer was Western Wealth Management, opening a new position worth an estimated $3.88M. The largest seller was Cabot Wealth Management, exiting entirely with an estimated $5.07M sold.
- 58 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q3 2024, up from 52 in Q2 2024.
- Funds reported $193M of WisdomTree US Multifactor Fund stock for Q3 2024, down 14% quarter-over-quarter.
- 11 funds opened new WisdomTree US Multifactor Fund positions in Q3 2024 and 4 closed out, a net change of +7 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q3 2024 was Western Wealth Management, an estimated $3.88M added.
- The largest WisdomTree US Multifactor Fund seller in Q3 2024 was Cabot Wealth Management, an estimated $5.07M sold.
Based on aggregated 13F filings for Q3 2024.