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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

38 hedge funds and large institutions have $110M invested in WisdomTree US Multifactor Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
11
Increased
16
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Private Wealth Strategies
Ohio
$37.8M
2
FEG
2
Financial Enhancement Group
Indiana
$11.2M
3
SFSG
3
Stearns Financial Services Group
North Carolina
$32.6M
4
Truist Financial
4
Truist Financial
North Carolina
$1.27M
5
RW
5
RVW Wealth
California
$10.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$174K
3
AW
3
ACG Wealth
Georgia
$0
4
PGAM
4
Princeton Global Asset Management
New Jersey
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$37.8M 1,182,205 +1,182,205 New
SFSG
2
Stearns Financial Services Group
North Carolina
$32.6M 1,021,514 +72,720 +8%
FEG
3
Financial Enhancement Group
Indiana
$11.2M 351,951 +120,688 +52%
RW
4
RVW Wealth
California
$10.3M 322,288 +29,521 +10%
BFG
5
Beacon Financial Group
Texas
$2.76M 86,446 -10,928 -11%
PFGIA
6
Patriot Financial Group Insurance Agency
Massachusetts
$1.81M 56,671 +15,124 +36%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.47M 46,140 -9,593 -17%
WFWM
8
Wechter Feldman Wealth Management
New Jersey
$1.32M 41,330 -8,365 -17%
Truist Financial
9
Truist Financial
North Carolina
$1.27M 39,728 +39,728 New
MA
10
Mutual Advisors
Nebraska
$1.12M 35,004 +8,051 +30%
SFM
11
Signet Financial Management
New Jersey
$1.01M 31,608 +314 +1%
RA
12
RFG Advisory
Alabama
$971K 30,416 +4,142 +16%
Goldman Sachs
13
Goldman Sachs
New York
$796K 24,920 +100 +0.4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$727K 22,775 -4,494 -16%
SS
15
Simplicity Solutions
Minnesota
$608K 19,027 +3,481 +22%
AWM
16
AE Wealth Management
Kansas
$608K 19,027 +3,481 +22%
LFPWM
17
Leicht Financial Planning & Wealth Management
New Jersey
$595K 18,626 +18,626 New
IAA
18
Independent Advisor Alliance
North Carolina
$443K 13,868 +13,868 New
Bank of America
19
Bank of America
North Carolina
$378K 11,837 +2,514 +27%
SC
20
Slow Capital
California
$305K 9,559 +350 +4%
SS
21
Sunbelt Securities
Texas
$297K 9,288 -71 -0.8%
UBS Group
22
UBS Group
Switzerland
$278K 8,696 -3,767 -30%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$255K 7,986 – –
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$241K 7,552 +7,552 New
CWM
25
Cabot Wealth Management
Massachusetts
$236K 7,395 +7,395 New
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