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WisdomTree US Multifactor Fund
USMF

27 hedge funds and large institutions have $35.5M invested in WisdomTree US Multifactor Fund in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

245% more capital invested

Capital invested by funds: $10.3M → $35.5M (+$25.2M)

93% more funds holding

Funds holding: 14 → 27 (+13)

17.71% more ownership

Funds ownership: 21.57% → 39.28% (+18%)

Holders
27
Holders Change
+13
Holders Change %
+92.86%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFG
Barber Financial Group
Kansas
+$15.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.29M
3
Bank of America
Bank of America
North Carolina
+$2.85M
4
BTS
BB&T Securities
Virginia
+$1.55M
5
Citadel Advisors
Citadel Advisors
Florida
+$691K

Top Sellers

Rank Fund Capital Flow
1
AW
ACG Wealth
Georgia
-$103K
2
CPIG
Chicago Partners Investment Group
Illinois
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1
Barber Financial Group
Kansas
$13.8M +$15.1M +528,888 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.52M +$4.29M +150,662 +675%
FEG
3
Financial Enhancement Group
Indiana
$3.71M – – –
Bank of America
4
Bank of America
North Carolina
$2.61M +$2.85M +100,000 New
BTS
5
BB&T Securities
Virginia
$1.43M +$1.55M +54,580 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.26M +$18.7K +656 +1%
Jane Street
7
Jane Street
New York
$1.22M +$254K +8,907 +24%
AW
8
ACG Wealth
Georgia
$1.15M -$103K -3,622 -8%
Citadel Advisors
9
Citadel Advisors
Florida
$933K +$691K +24,261 +212%
MBT
10
Montecito Bank & Trust
California
$740K +$277K +9,727 +52%
SFM
11
Signet Financial Management
New Jersey
$665K +$629K +22,088 +654%
PFGIA
12
Patriot Financial Group Insurance Agency
Massachusetts
$549K +$557K +19,548 +1,318%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$528K +$575K +20,201 New
RIA
14
Regal Investment Advisors
Michigan
$510K +$556K +19,538 New
BFG
15
Beacon Financial Group
Texas
$448K – – –
RA
16
RFG Advisory
Alabama
$390K +$425K +14,916 New
TWA
17
Tillar-Wenstrup Advisors
Ohio
$242K +$264K +9,265 New
Stifel Financial
18
Stifel Financial
Missouri
$221K +$242K +8,488 New
PGAM
19
Princeton Global Asset Management
New Jersey
$201K +$219K +7,694 New
CFA
20
Carroll Financial Associates
North Carolina
$93K – – –
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$88K – – –
UBS Group
22
UBS Group
Switzerland
$84K +$91.1K +3,200 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$71K +$29.6K +1,039 +61%
VFA
24
Valeo Financial Advisors
Indiana
$17K +$18.4K +645 New
AIC
25
Ameritas Investment Company
Nebraska
$17K +$18.5K +650 New
1
2

USMF Hedge Fund Activity: Q4 2018 in Review

27 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q4 2018, worth a combined $35.5M — up 245% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new USMF positions and 1 closed out — a net gain of 13 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $15.1M. The largest seller was ACG Wealth, cutting an estimated $103K.

  • 27 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q4 2018, up from 14 in Q3 2018.
  • Funds reported $35.5M of WisdomTree US Multifactor Fund stock for Q4 2018, up 245% quarter-over-quarter.
  • 14 funds opened new WisdomTree US Multifactor Fund positions in Q4 2018 and 1 closed out, a net change of +13 holders.
  • The largest WisdomTree US Multifactor Fund buyer in Q4 2018 was Barber Financial Group, an estimated $15.1M added.
  • The largest WisdomTree US Multifactor Fund seller in Q4 2018 was ACG Wealth, an estimated $103K sold.

Based on aggregated 13F filings for Q4 2018.