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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

68 hedge funds and large institutions have $334M invested in WisdomTree US Multifactor Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
25
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Systelligence LLC
Minnesota
$11.8M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.95M
3
NA
NewEdge Advisors
Louisiana
$4.19M
4
PAG
Private Advisor Group
New Jersey
$4.02M
5
GVAG
Great Valley Advisor Group
Delaware
$27.2M

Top Sellers

1
IA
Insight Advisors
Pennsylvania
$0
2
WWM
WJ Wealth Management
Arizona
$5.58M
3
AIM
Archer Investment Management
Texas
$7.7M
4
LPL Financial
LPL Financial
California
$19.3M
5
Lido Advisors
Lido Advisors
California
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEG
51
World Equity Group
Illinois
$275K +$275K +5,370 New
NS
52
NBC Securities
Alabama
$246K +$2.56K +50 +1%
RWB
53
RMR Wealth Builders
New Jersey
$226K -$769 -15 -0.3%
TFS
54
Thoroughbred Financial Services
Tennessee
$226K +$226K +4,428 New
CFD
55
Creative Financial Designs
Indiana
$91.1K -$8.25K -161 -8%
RFG
56
REAP Financial Group
Texas
$89.2K -$7.59K -148 -8%
KG
57
Kilter Group
New York
$88.1K +$88.1K +1,718 New
Bank of America
58
Bank of America
North Carolina
$83.9K -$20.9K -408 -20%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$55K -$8.26K -163 -13%
HFS
60
Hughes Financial Services
Virginia
$50.7K – – –
GWM
61
Geneos Wealth Management
Colorado
$42.8K -$31.3K -610 -42%
AWM
62
AE Wealth Management
Kansas
$25.4K +$24.8K +483 +4,025%
CAL
63
Capital Advisors Ltd
Ohio
$12K -$11.9K -232 -50%
IA
64
IFP Advisors
Florida
$9.12K – – –
T
65
Transce3nd
Texas
$7.89K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$6.25K – – –
SAM
67
Smartleaf Asset Management
Massachusetts
$4.98K -$39.2K -772 -89%
C
68
Covestor
United Kingdom
$3K – – –
IA
69
Insight Advisors
Pennsylvania
– -$4.74M -95,536 Closed
Goldman Sachs
70
Goldman Sachs
New York
– -$1.15M -23,215 Closed
Jane Street
71
Jane Street
New York
– -$1.02M -20,567 Closed
1832 Asset Management
72
1832 Asset Management
Ontario, Canada
– -$523K -10,550 Closed
PA
73
PSI Advisors
Florida
– -$18.5K -372 Closed
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