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WisdomTree US Multifactor Fund

66 hedge funds and large institutions have $313M invested in WisdomTree US Multifactor Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.31% less ownership

Funds ownership: 81.76%78.45% (-3.3%)

4% less funds holding

Funds holding: 6966 (-3)

6% less capital invested

Capital invested by funds: $334M → $313M (-$21.5M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% 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
8
Increased
22
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
51
Thoroughbred Financial Services
Tennessee
$231K
RWB
52
RMR Wealth Builders
New Jersey
$227K -$3.34K -65 -1%
FWM
53
FMA Wealth Management
Massachusetts
$210K +$206K +4,010 New
CFD
54
Creative Financial Designs
Indiana
$92.9K
KG
55
Kilter Group
New York
$90.8K +$1.03K +20 +1%
RFG
56
REAP Financial Group
Texas
$75.4K -$15.3K -297 -17%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$56K
HFS
58
Hughes Financial Services
Virginia
$50.9K
GWM
59
Geneos Wealth Management
Colorado
$26.9K -$16.4K -319 -38%
AWM
60
AE Wealth Management
Kansas
$25.9K
UBS Group
61
UBS Group
Switzerland
$15.7K +$15.4K +300 New
CAL
62
Capital Advisors Ltd
Ohio
$12K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$6.53K +$154 +3 +2%
SAM
64
Smartleaf Asset Management
Massachusetts
$4.81K -$308 -6 -6%
C
65
Covestor
United Kingdom
$3K +$51 +1 +2%
SS
66
Sunbelt Securities
Texas
$2.19K +$2.16K +42 New
SL
67
Systelligence LLC
Minnesota
-$11.8M -229,503 Closed
WWM
68
WJ Wealth Management
Arizona
-$5.58M -108,945 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
-$1.91M -37,301 Closed
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
-$775K -15,115 Closed
AA
71
Armis Advisers
Georgia
-$579K -11,304 Closed
DWM
72
Drive Wealth Management
Utah
-$376K -7,332 Closed
SA
73
Sanctuary Advisors
Indiana
-$233K -4,540 Closed
Bank of America
74
Bank of America
North Carolina
-$83.9K -1,637 Closed
IA
75
IFP Advisors
Florida
-$9.12K -178 Closed

USMF Hedge Fund Activity: Q3 2025 in Review

66 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q3 2025, worth a combined $313M — down 6.4% from $334M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of USMF and 8 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 22 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.04M. The largest seller was Systelligence LLC, exiting entirely with an estimated $11.8M sold.

  • 66 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q3 2025, down from 69 in Q2 2025.
  • Funds reported $313M of WisdomTree US Multifactor Fund stock for Q3 2025, down 6.4% quarter-over-quarter.
  • 8 funds opened new WisdomTree US Multifactor Fund positions in Q3 2025 and 10 closed out, a net change of -2 holders.
  • The largest WisdomTree US Multifactor Fund buyer in Q3 2025 was Cetera Investment Advisers, an estimated $2.04M added.
  • The largest WisdomTree US Multifactor Fund seller in Q3 2025 was Systelligence LLC, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2025.