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WisdomTree US Multifactor Fund
USMF

14 hedge funds and large institutions have $10.3M invested in WisdomTree US Multifactor Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more capital invested

Capital invested by funds: $4.23M → $10.3M (+$6.06M)

133% more funds holding

Funds holding: 6 → 14 (+8)

36.92% less ownership

Funds ownership: 58.5% → 21.57% (-37%)

Holders
14
Holders Change
+8
Holders Change %
+133.33%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
6
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.45M
2
AW
ACG Wealth
Georgia
+$1.44M
3
Jane Street
Jane Street
New York
+$811K
4
MBT
Montecito Bank & Trust
California
+$563K
5
BFG
Beacon Financial Group
Texas
+$441K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
1
Financial Enhancement Group
Indiana
$3.71M +$106K +3,487 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.47M +$1.45M +47,768 New
AW
3
ACG Wealth
Georgia
$1.46M +$1.44M +47,506 New
Jane Street
4
Jane Street
New York
$1.16M +$811K +26,782 +243%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$686K +$400K +13,227 +146%
MBT
6
Montecito Bank & Trust
California
$572K +$563K +18,589 New
BFG
7
Beacon Financial Group
Texas
$448K +$441K +14,560 New
Citadel Advisors
8
Citadel Advisors
Florida
$353K +$105K +3,454 +43%
CFA
9
Carroll Financial Associates
North Carolina
$107K +$106K +3,500 New
SFM
10
Signet Financial Management
New Jersey
$104K +$82.9K +2,738 +427%
MIFH
11
Migdal Insurance & Financial Holdings
Israel
$103K +$101K +3,350 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$52K +$51.5K +1,700 New
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$44.9K +1,483 New
CPIG
14
Chicago Partners Investment Group
Illinois
$10K +$908 +30 +9%

USMF Hedge Fund Activity: Q3 2018 in Review

14 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q3 2018, worth a combined $10.3M — up 143% from $4.23M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new USMF positions and 0 closed out — a net gain of 8 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.45M.

  • 14 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q3 2018, up from 6 in Q2 2018.
  • Funds reported $10.3M of WisdomTree US Multifactor Fund stock for Q3 2018, up 143% quarter-over-quarter.
  • 8 funds opened new WisdomTree US Multifactor Fund positions in Q3 2018 and 0 closed out, a net change of +8 holders.
  • The largest WisdomTree US Multifactor Fund buyer in Q3 2018 was Envestnet Asset Management, an estimated $1.45M added.

Based on aggregated 13F filings for Q3 2018.