WisdomTree US Multifactor Fund
USMF
27 hedge funds and large institutions have $89.8M invested in WisdomTree US Multifactor Fund in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
10% more capital invested
Capital invested by funds: $81.4M → $89.8M (+$8.34M)
3.16% more ownership
Funds ownership: 61.99% → 65.15% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less funds holding
Funds holding: 31 → 27 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$3.64M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.85M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.47M |
| 4 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
+$247K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.05M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$856K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$729K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$579K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$478K |
USMF Hedge Fund Activity: Q3 2020 in Review
27 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q3 2020, worth a combined $89.8M — up 10% from $81.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of USMF and 1 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 12 added.
The largest buyer was Private Wealth Strategies, adding an estimated $3.64M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.05M sold.
- 27 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q3 2020, down from 31 in Q2 2020.
- Funds reported $89.8M of WisdomTree US Multifactor Fund stock for Q3 2020, up 10% quarter-over-quarter.
- 1 fund opened new WisdomTree US Multifactor Fund positions in Q3 2020 and 5 closed out, a net change of -4 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q3 2020 was Private Wealth Strategies, an estimated $3.64M added.
- The largest WisdomTree US Multifactor Fund seller in Q3 2020 was Citadel Advisors, an estimated $1.05M sold.
Based on aggregated 13F filings for Q3 2020.