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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

64 hedge funds and large institutions have $301M invested in WisdomTree US Multifactor Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
21
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFG
SNS Financial Group
Minnesota
+$19.1M
2
WWM
WJ Wealth Management
Arizona
+$8.94M
3
LPL Financial
LPL Financial
California
+$8.64M
4
Raymond James Financial
Raymond James Financial
Florida
+$3.67M
5
Wells Fargo
Wells Fargo
California
+$2.87M

Top Sellers

1
Lido Advisors
Lido Advisors
California
-$75M
2
PAG
Private Advisor Group
New Jersey
-$5.22M
3
AIM
Archer Investment Management
Texas
-$3.78M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.64M
5
SAM
Smartleaf Asset Management
Massachusetts
-$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
51
Creative Financial Designs
Indiana
$96.2K -$40.7K -820 -30%
RFG
52
REAP Financial Group
Texas
$93.7K -$367K -7,391 -80%
GWM
53
Geneos Wealth Management
Colorado
$71.7K +$2.68K +54 +4%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$62K – – –
HFS
55
Hughes Financial Services
Virginia
$49.6K +$49.6K +996 New
SAM
56
Smartleaf Asset Management
Massachusetts
$42.9K -$3.62M -73,307 -99%
CAL
57
Capital Advisors Ltd
Ohio
$23K – – –
PA
58
PSI Advisors
Florida
$18.5K +$18.5K +372 New
IA
59
IFP Advisors
Florida
$8.83K +$8.83K +178 New
T
60
Transce3nd
Texas
$7.64K – – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$6.05K +$6.05K +122 New
NA
62
NewEdge Advisors
Louisiana
$3.72K – – –
C
63
Covestor
United Kingdom
$3K -$8.27K -171 -73%
AWM
64
AE Wealth Management
Kansas
$595 – – –
RA
65
RFG Advisory
Alabama
– -$958K -19,290 Closed
HI
66
Harbour Investments
Wisconsin
– -$484K -9,745 Closed
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
– -$400K -8,043 Closed
PAS
68
Park Avenue Securities
New York
– -$349K -7,023 Closed
WEG
69
World Equity Group
Illinois
– -$346K -6,960 Closed
UBS Group
70
UBS Group
Switzerland
– -$23.6K -475 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– -$9.41K -185 Closed
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