WisdomTree US Multifactor Fund
USMF
31 hedge funds and large institutions have $81.4M invested in WisdomTree US Multifactor Fund in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 6 closing their positions.
8.39% more ownership
Funds ownership: 53.6% → 61.99% (+8.4%)
6% more capital invested
Capital invested by funds: $77M → $81.4M (+$4.47M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less funds holding
Funds holding: 35 → 31 (-4)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.25M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.1M |
| 3 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
+$464K |
| 4 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
+$198K |
| 5 |
Morgan Stanley
New York
|
+$153K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$3.64M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$3.17M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.26M |
| 4 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$1.48M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$970K |
USMF Hedge Fund Activity: Q2 2020 in Review
31 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q2 2020, worth a combined $81.4M — up 5.8% from $77M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of USMF and 3 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 9 added.
The largest buyer was Goldman Sachs, adding an estimated $2.25M. The largest seller was Financial Enhancement Group, cutting an estimated $3.64M.
- 31 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q2 2020, down from 35 in Q1 2020.
- Funds reported $81.4M of WisdomTree US Multifactor Fund stock for Q2 2020, up 5.8% quarter-over-quarter.
- 3 funds opened new WisdomTree US Multifactor Fund positions in Q2 2020 and 6 closed out, a net change of -3 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q2 2020 was Goldman Sachs, an estimated $2.25M added.
- The largest WisdomTree US Multifactor Fund seller in Q2 2020 was Financial Enhancement Group, an estimated $3.64M sold.
Based on aggregated 13F filings for Q2 2020.