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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

35 hedge funds and large institutions have $77M invested in WisdomTree US Multifactor Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
8
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$3.32M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.82M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.45M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.05M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.03M

Top Sellers

1
RW
RVW Wealth
California
-$4.73M
2
SFSG
Stearns Financial Services Group
North Carolina
-$3.64M
3
FEG
Financial Enhancement Group
Indiana
-$3.2M
4
BFG
Beacon Financial Group
Texas
-$2.76M
5
WFWM
Wechter Feldman Wealth Management
New Jersey
-$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$29M +$12K +490 +0%
SFSG
2
Stearns Financial Services Group
North Carolina
$21.4M -$3.64M -148,461 -15%
FEG
3
Financial Enhancement Group
Indiana
$5.43M -$3.2M -130,384 -37%
Goldman Sachs
4
Goldman Sachs
New York
$3.93M +$3.32M +135,282 +543%
RW
5
RVW Wealth
California
$3.17M -$4.73M -192,978 -60%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.82M +$2.82M +114,842 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.54M +$1.45M +59,322 +1,627%
PFGIA
8
Patriot Financial Group Insurance Agency
Massachusetts
$1.1M -$292K -11,893 -21%
TRCT
9
Tower Research Capital (TRC)
New York
$1.05M +$1.05M +42,867 New
Citadel Advisors
10
Citadel Advisors
Florida
$1.03M +$1.03M +42,055 New
MA
11
Mutual Advisors
Nebraska
$970K +$112K +4,551 +13%
SFM
12
Signet Financial Management
New Jersey
$800K -$66.2K -2,417 -8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$629K -$503K -20,491 -44%
SS
14
Simplicity Solutions
Minnesota
$473K +$6.23K +254 +1%
AWM
15
AE Wealth Management
Kansas
$473K +$6.23K +254 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$461K +$461K +18,801 New
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$362K +$166K +6,760 +85%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$355K -$203K -8,284 -36%
RA
19
RFG Advisory
Alabama
$332K -$413K -16,870 -55%
CWM
20
Cabot Wealth Management
Massachusetts
$278K +$96.6K +3,935 +53%
LPL Financial
21
LPL Financial
California
$270K +$270K +11,027 New
Bank of America
22
Bank of America
North Carolina
$243K -$47.4K -1,933 -16%
LFPWM
23
Leicht Financial Planning & Wealth Management
New Jersey
$201K -$252K -10,363 -56%
UBS Group
24
UBS Group
Switzerland
$185K -$27.9K -1,139 -13%
ADL
25
Asset Dedication LLC
California
$147K +$147K +6,010 New
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