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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

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
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

1
BFG
Barber Financial Group
Kansas
+$13.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.94M
3
Bank of America
Bank of America
North Carolina
+$2.61M
4
BTS
BB&T Securities
Virginia
+$1.43M
5
Citadel Advisors
Citadel Advisors
Florida
+$634K

Top Sellers

1
AW
ACG Wealth
Georgia
-$94.6K
2
CPIG
Chicago Partners Investment Group
Illinois
-$10K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
1
Barber Financial Group
Kansas
$13.8M +$13.8M +528,888 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.52M +$3.94M +150,662 +675%
FEG
3
Financial Enhancement Group
Indiana
$3.71M – – –
Bank of America
4
Bank of America
North Carolina
$2.61M +$2.61M +100,000 New
BTS
5
BB&T Securities
Virginia
$1.43M +$1.43M +54,580 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.27M +$17.1K +656 +1%
Jane Street
7
Jane Street
New York
$1.22M +$233K +8,907 +24%
AW
8
ACG Wealth
Georgia
$1.15M -$94.6K -3,622 -8%
Citadel Advisors
9
Citadel Advisors
Florida
$933K +$634K +24,261 +212%
MBT
10
Montecito Bank & Trust
California
$740K +$254K +9,727 +52%
SFM
11
Signet Financial Management
New Jersey
$665K +$577K +22,088 +654%
PFGIA
12
Patriot Financial Group Insurance Agency
Massachusetts
$549K +$510K +19,548 +1,318%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$528K +$528K +20,201 New
RIA
14
Regal Investment Advisors
Michigan
$510K +$510K +19,538 New
BFG
15
Beacon Financial Group
Texas
$448K – – –
RA
16
RFG Advisory
Alabama
$390K +$390K +14,916 New
TWA
17
Tillar-Wenstrup Advisors
Ohio
$242K +$242K +9,265 New
Stifel Financial
18
Stifel Financial
Missouri
$221K +$221K +8,488 New
PGAM
19
Princeton Global Asset Management
New Jersey
$201K +$201K +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 +$84K +3,200 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$71K +$26.9K +1,039 +61%
VFA
24
Valeo Financial Advisors
Indiana
$17K +$17K +645 New
AIC
25
Ameritas Investment Company
Nebraska
$17K +$17K +650 New
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