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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

35 hedge funds and large institutions have $67.9M invested in WisdomTree US Multifactor Fund in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
15
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFSG
Stearns Financial Services Group
North Carolina
+$4.03M
2
FEG
Financial Enhancement Group
Indiana
+$2.4M
3
Jane Street
Jane Street
New York
+$1.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$704K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$461K

Top Sellers

1
BTS
BB&T Securities
Virginia
-$505K
2
TWA
Tillar-Wenstrup Advisors
Ohio
-$274K
3
Stifel Financial
Stifel Financial
Missouri
-$209K
4
Bank of America
Bank of America
North Carolina
-$191K
5
UBS Group
UBS Group
Switzerland
-$73.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSG
1
Stearns Financial Services Group
North Carolina
$28.8M +$4.03M +132,780 +16%
RW
2
RVW Wealth
California
$8.88M -$56.7K -1,868 -0.6%
FEG
3
Financial Enhancement Group
Indiana
$7.02M +$2.4M +79,014 +52%
BFG
4
Beacon Financial Group
Texas
$2.94M -$22.9K -759 -0.8%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.62M +$452K +14,898 +21%
BTS
6
BB&T Securities
Virginia
$2.03M -$505K -16,663 -20%
Jane Street
7
Jane Street
New York
$1.87M +$1.38M +45,634 +284%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.69M +$704K +23,214 +71%
WFWM
9
Wechter Feldman Wealth Management
New Jersey
$1.51M +$213K +7,022 +16%
PFGIA
10
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M +$60K +1,976 +5%
AW
11
ACG Wealth
Georgia
$1.14M -$16.6K -548 -1%
SFM
12
Signet Financial Management
New Jersey
$973K +$108K +3,459 +12%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$827K -$40.1K -1,323 -5%
MA
14
Mutual Advisors
Nebraska
$818K +$165K +5,441 +25%
RA
15
RFG Advisory
Alabama
$797K +$28.2K +931 +4%
Goldman Sachs
16
Goldman Sachs
New York
$753K – – –
PGAM
17
Princeton Global Asset Management
New Jersey
$602K +$143K +4,735 +31%
SS
18
Simplicity Solutions
Minnesota
$472K +$98.3K +3,237 +26%
AWM
19
AE Wealth Management
Kansas
$472K +$98.3K +3,237 +26%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$461K +$461K +15,200 New
UBS Group
21
UBS Group
Switzerland
$378K -$73.7K -2,429 -16%
SS
22
Sunbelt Securities
Texas
$284K +$284K +9,359 New
Bank of America
23
Bank of America
North Carolina
$283K -$191K -6,294 -40%
SC
24
Slow Capital
California
$279K -$45.1K -1,488 -14%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$242K -$7.58K -250 -3%
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