WisdomTree US Multifactor Fund
USMF
6 hedge funds and large institutions have $3.27M invested in WisdomTree US Multifactor Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
200% more funds holding
Funds holding: 2 → 6 (+4)
40% more capital invested
Capital invested by funds: $2.34M → $3.27M (+$932K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
25.78% less ownership
Funds ownership: 84.09% → 58.31% (-26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$542K |
| 2 |
Jane Street
New York
|
+$490K |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$70.3K |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$8.04K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$190K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FEG
1
Financial Enhancement Group
Anderson,
Indiana
| $2.14M | +$542K | +19,133 | +33% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $567K | -$190K | -6,719 | -25% |
|
|
3
Jane Street
New York
| $485K | +$490K | +17,297 | New |
|
|
PWM
4
Perigon Wealth Management
San Francisco,
California
| $70K | +$70.3K | +2,485 | New |
|
|
CPIG
5
Chicago Partners Investment Group
Chicago,
Illinois
| $8K | +$8.04K | +284 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $1K | +$1.27K | +45 | New |
|
USMF Hedge Fund Activity: Q1 2018 in Review
6 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q1 2018, worth a combined $3.27M — up 40% from $2.34M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new USMF positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Financial Enhancement Group, adding an estimated $542K. The largest seller was Susquehanna International Group, cutting an estimated $190K.
- 6 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q1 2018, up from 2 in Q4 2017.
- Funds reported $3.27M of WisdomTree US Multifactor Fund stock for Q1 2018, up 40% quarter-over-quarter.
- 4 funds opened new WisdomTree US Multifactor Fund positions in Q1 2018 and 0 closed out, a net change of +4 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q1 2018 was Financial Enhancement Group, an estimated $542K added.
- The largest WisdomTree US Multifactor Fund seller in Q1 2018 was Susquehanna International Group, an estimated $190K sold.
Based on aggregated 13F filings for Q1 2018.