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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

62 hedge funds and large institutions have $351M invested in WisdomTree US Multifactor Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.83%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
16
Increased
15
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$116M
2
CAP
2
Columbia Advisory Partners
Washington
$7.77M
3
LPL Financial
3
LPL Financial
California
$12.2M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.97M
5
Wells Fargo
5
Wells Fargo
California
$6.53M

Top Sellers

1
WWM
1
Western Wealth Management
Colorado
$0
2
NS
2
NBC Securities
Alabama
$1.39K
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.1M
5
FEG
5
Financial Enhancement Group
Indiana
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
51
Creative Financial Designs
Indiana
$137K -$25.9K -521 -16%
Bank of America
52
Bank of America
North Carolina
$105K +$105K +2,108 New
GWM
53
Geneos Wealth Management
Colorado
$69.1K +$34.9K +702 +102%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$62K -$44.8K -901 -42%
UBS Group
55
UBS Group
Switzerland
$23.6K -$11.8K -237 -33%
CAL
56
Capital Advisors Ltd
Ohio
$23K – – –
C
57
Covestor
United Kingdom
$12K +$567 +11 +5%
CFGS
58
Concourse Financial Group Securities
Alabama
$9.41K – – –
T
59
Transce3nd
Texas
$7.65K +$7.65K +154 New
NA
60
NewEdge Advisors
Louisiana
$3.73K – – –
NS
61
NBC Securities
Alabama
$1.39K -$1.33M -25,770 -100%
AWM
62
AE Wealth Management
Kansas
$596 +$596 +12 New
WWM
63
Western Wealth Management
Colorado
– -$4.02M -82,351 Closed
BWP
64
Baldwin Wealth Partners
Massachusetts
– -$1.31M -26,877 Closed
OMC
65
Old Mission Capital
Illinois
– -$570K -11,665 Closed
Jane Street
66
Jane Street
New York
– -$426K -8,717 Closed
FAIM
67
Financial Advocates Investment Management
Washington
– -$275K -6,007 Closed
Envestnet Portfolio Solutions
68
Envestnet Portfolio Solutions
Illinois
– -$246K -5,039 Closed
Fidelity Investments
69
Fidelity Investments
Massachusetts
– -$19.9K -407 Closed
MIFH
70
Migdal Insurance & Financial Holdings
Israel
– -$11K -230 Closed
GWANC
71
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$10.2K -209 Closed
ACA
72
Aptus Capital Advisors
Alabama
– -$10.2K -209 Closed
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