WisdomTree US Multifactor Fund
USMF
34 hedge funds and large institutions have $58M invested in WisdomTree US Multifactor Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 7 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
0% more funds holding
Funds holding: 34 → 34 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
10.89% less ownership
Funds ownership: 68.47% → 57.58% (-11%)
25% less capital invested
Capital invested by funds: $77.4M → $58M (-$19.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFSG
Stearns Financial Services Group
Greensboro,
North Carolina
|
+$3.17M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
+$932K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$374K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$364K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$364K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$23.8M |
| 2 |
PA
Parallel Advisors
San Francisco,
California
|
-$1.62M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$826K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$716K |
| 5 |
Jane Street
New York
|
-$538K |
USMF Hedge Fund Activity: Q2 2019 in Review
34 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q2 2019, worth a combined $58M — down 25% from $77.4M a quarter earlier.
Fund positioning in USMF was balanced in Q2 2019: 7 funds opened new positions, 7 closed out, 15 added to existing stakes and 7 trimmed.
The largest buyer was Stearns Financial Services Group, adding an estimated $3.17M. The largest seller was Bank of America, cutting an estimated $23.8M.
- 34 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $58M of WisdomTree US Multifactor Fund stock for Q2 2019, down 25% quarter-over-quarter.
- 7 funds opened new WisdomTree US Multifactor Fund positions in Q2 2019 and 7 closed out, a net change of 0 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q2 2019 was Stearns Financial Services Group, an estimated $3.17M added.
- The largest WisdomTree US Multifactor Fund seller in Q2 2019 was Bank of America, an estimated $23.8M sold.
Based on aggregated 13F filings for Q2 2019.