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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

34 hedge funds and large institutions have $93.1M invested in WisdomTree US Multifactor Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
10
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$29M
2
Citadel Advisors
2
Citadel Advisors
Florida
$385K
3
IA
3
Insight Advisors
Pennsylvania
$359K
4
RWB
4
RMR Wealth Builders
New Jersey
$187K
5
PAG
5
Private Advisor Group
New Jersey
$1.13M

Top Sellers

1
PWS
1
Private Wealth Strategies
Ohio
$37.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$215K
3
Goldman Sachs
3
Goldman Sachs
New York
$8.17M
4
IA
4
IFP Advisors
Florida
$2.12M
5
FEG
5
Financial Enhancement Group
Indiana
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$37.1M 980,289 -360,501 -27%
HighTower Advisors
2
HighTower Advisors
Illinois
$29M 765,666 +765,666 New
Goldman Sachs
3
Goldman Sachs
New York
$8.17M 215,789 -24,820 -10%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.95M 104,231 -3,332 -3%
IA
5
IFP Advisors
Florida
$2.12M 55,884 -18,025 -24%
FEG
6
Financial Enhancement Group
Indiana
$2.03M 53,691 -17,910 -25%
CWM
7
Cabot Wealth Management
Massachusetts
$1.96M 51,791 +4,360 +9%
T
8
TRUADVICE
Florida
$1.38M 35,305 -1,365 -4%
PAG
9
Private Advisor Group
New Jersey
$1.13M 29,825 +4,562 +18%
PFGIA
10
Patriot Financial Group Insurance Agency
Massachusetts
$854K 22,563 -13,147 -37%
RA
11
RFG Advisory
Alabama
$657K 17,356 +1,080 +7%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$558K 14,746 – –
LPL Financial
13
LPL Financial
California
$513K 13,542 +395 +3%
SFM
14
Signet Financial Management
New Jersey
$485K 12,807 -9,900 -44%
Citadel Advisors
15
Citadel Advisors
Florida
$385K 10,169 +10,169 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$361K 9,541 -7,633 -44%
IA
17
Insight Advisors
Pennsylvania
$359K 9,255 +9,255 New
TRCT
18
Tower Research Capital (TRC)
New York
$304K 8,042 +2,321 +41%
Osaic Holdings
19
Osaic Holdings
Arizona
$266K 7,048 +2,625 +59%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$237K 6,264 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$215K 5,683 -36,123 -86%
RWB
22
RMR Wealth Builders
New Jersey
$187K 4,947 +4,947 New
Wells Fargo
23
Wells Fargo
California
$183K 4,825 +2,075 +75%
UBS Group
24
UBS Group
Switzerland
$166K 4,405 +454 +11%
Morgan Stanley
25
Morgan Stanley
New York
$147K 3,875 +277 +8%
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