WisdomTree US Multifactor Fund
USMF
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.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
63% more capital invested
Capital invested by funds: $67.9M → $110M (+$42.5M)
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
9% more funds holding
Funds holding: 35 → 38 (+3)
3.5% less ownership
Funds ownership: 58.87% → 55.36% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$3.76M |
| 2 |
SFSG
Stearns Financial Services Group
Greensboro,
North Carolina
|
+$2.26M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.24M |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
+$919K |
| 5 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
+$580K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.33M |
| 2 |
Jane Street
New York
|
-$1.87M |
| 3 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$1.14M |
| 4 |
PGAM
Princeton Global Asset Management
Princeton,
New Jersey
|
-$602K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$461K |
USMF Hedge Fund Activity: Q4 2019 in Review
38 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q4 2019, worth a combined $110M — up 63% from $67.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new USMF positions and 7 closed out — a net gain of 4 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Financial Enhancement Group, adding an estimated $3.76M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $2.33M.
- 38 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q4 2019, up from 35 in Q3 2019.
- Funds reported $110M of WisdomTree US Multifactor Fund stock for Q4 2019, up 63% quarter-over-quarter.
- 11 funds opened new WisdomTree US Multifactor Fund positions in Q4 2019 and 7 closed out, a net change of +4 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q4 2019 was Financial Enhancement Group, an estimated $3.76M added.
- The largest WisdomTree US Multifactor Fund seller in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $2.33M sold.
Based on aggregated 13F filings for Q4 2019.