WisdomTree US Multifactor Fund
USMF
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.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
82% more capital invested
Capital invested by funds: $193M → $351M (+$158M)
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
38.21% more ownership
Funds ownership: 58.23% → 96.44% (+38%)
7% more funds holding
Funds holding: 58 → 62 (+4)
42% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$118M |
| 2 |
CAP
Columbia Advisory Partners
Spokane,
Washington
|
+$7.89M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.77M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.49M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$4.02M |
| 2 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
-$1.31M |
| 3 |
NS
NBC Securities
Birmingham,
Alabama
|
-$1.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.08M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$1.06M |
USMF Hedge Fund Activity: Q4 2024 in Review
62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q4 2024, worth a combined $351M — up 82% from $193M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new USMF positions and 10 closed out — a net gain of 6 holders — while 15 added to existing stakes and 26 trimmed.
The largest buyer was Lido Advisors, opening a new position worth an estimated $118M. The largest seller was Western Wealth Management, exiting entirely with an estimated $4.02M sold.
- 62 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q4 2024, up from 58 in Q3 2024.
- Funds reported $351M of WisdomTree US Multifactor Fund stock for Q4 2024, up 82% quarter-over-quarter.
- 16 funds opened new WisdomTree US Multifactor Fund positions in Q4 2024 and 10 closed out, a net change of +6 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q4 2024 was Lido Advisors, an estimated $118M added.
- The largest WisdomTree US Multifactor Fund seller in Q4 2024 was Western Wealth Management, an estimated $4.02M sold.
Based on aggregated 13F filings for Q4 2024.