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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

29 hedge funds and large institutions have $76.2M invested in WisdomTree US Multifactor Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
11
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Private Wealth Strategies
Ohio
$47.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.47M
3
PAG
3
Private Advisor Group
New Jersey
$888K
4
IA
4
IFP Advisors
Florida
$2.6M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$520K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$155K
2
FEG
2
Financial Enhancement Group
Indiana
$2.52M
3
TRCT
3
Tower Research Capital (TRC)
New York
$201K
4
IWS
4
Insight Wealth Strategies
California
$0
5
Bank of America
5
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$47.1M 1,340,790 +94,837 +8%
Goldman Sachs
2
Goldman Sachs
New York
$8.46M 240,609 -4,427 -2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.78M 107,563 +6,638 +7%
IA
4
IFP Advisors
Florida
$2.6M 73,909 +14,911 +25%
FEG
5
Financial Enhancement Group
Indiana
$2.52M 71,601 -16,112 -18%
CWM
6
Cabot Wealth Management
Massachusetts
$1.67M 47,431 +11,651 +33%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.47M 41,806 +37,822 +949%
T
8
TRUADVICE
Florida
$1.32M 36,670 +1,412 +4%
PFGIA
9
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M 35,710 -1,989 -5%
PAG
10
Private Advisor Group
New Jersey
$888K 25,263 +25,263 New
SFM
11
Signet Financial Management
New Jersey
$798K 22,707 -1,650 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$603K 17,174 -2,551 -13%
RA
13
RFG Advisory
Alabama
$588K 16,276 +729 +5%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$520K 14,784 +13,397 +966%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$518K 14,746 – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$480K 13,669 +2,696 +25%
LPL Financial
17
LPL Financial
California
$462K 13,147 -56 -0.4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$220K 6,264 +6,264 New
TRCT
19
Tower Research Capital (TRC)
New York
$201K 5,721 -8,856 -61%
Osaic Holdings
20
Osaic Holdings
Arizona
$155K 4,423 -18,628 -81%
UBS Group
21
UBS Group
Switzerland
$139K 3,951 +970 +33%
Morgan Stanley
22
Morgan Stanley
New York
$126K 3,598 +213 +6%
CAL
23
Capital Advisors Ltd
Ohio
$110K 3,117 – –
Wells Fargo
24
Wells Fargo
California
$97K 2,750 +2,750 New
CFA
25
Carroll Financial Associates
North Carolina
$52K 1,500 – –
1
2