WisdomTree US Multifactor Fund
USMF
6 hedge funds and large institutions have $4.23M invested in WisdomTree US Multifactor Fund in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
29% more capital invested
Capital invested by funds: $3.27M → $4.23M (+$959K)
0.19% more ownership
Funds ownership: 58.31% → 58.5% (+0.19%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$1.17M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$230K |
| 3 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
+$18.4K |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$1.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$319K |
| 2 |
Jane Street
New York
|
-$180K |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$70K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FEG
1
Financial Enhancement Group
Anderson,
Indiana
| $3.39M | +$1.17M | +40,865 | +54% |
|
|
2
Jane Street
New York
| $319K | -$180K | -6,275 | -36% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $262K | -$319K | -11,139 | -55% |
|
|
4
Citadel Advisors
Miami,
Florida
| $232K | +$230K | +8,012 | New |
|
|
SFM
5
Signet Financial Management
Parsippany,
New Jersey
| $19K | +$18.4K | +641 | New |
|
|
CPIG
6
Chicago Partners Investment Group
Chicago,
Illinois
| $10K | +$1.41K | +49 | +17% |
|
|
PWM
7
Perigon Wealth Management
San Francisco,
California
| – | -$70K | -2,485 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$1K | -45 | Closed |
|
USMF Hedge Fund Activity: Q2 2018 in Review
6 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q2 2018, worth a combined $4.23M — up 29% from $3.27M a quarter earlier.
Fund positioning in USMF was balanced in Q2 2018: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Financial Enhancement Group, adding an estimated $1.17M. The largest seller was Susquehanna International Group, cutting an estimated $319K.
- 6 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $4.23M of WisdomTree US Multifactor Fund stock for Q2 2018, up 29% quarter-over-quarter.
- 2 funds opened new WisdomTree US Multifactor Fund positions in Q2 2018 and 2 closed out, a net change of 0 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q2 2018 was Financial Enhancement Group, an estimated $1.17M added.
- The largest WisdomTree US Multifactor Fund seller in Q2 2018 was Susquehanna International Group, an estimated $319K sold.
Based on aggregated 13F filings for Q2 2018.