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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

32 hedge funds and large institutions have $98.6M invested in WisdomTree US Multifactor Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
13
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$31.9M
2
PWS
Private Wealth Strategies
Ohio
$40M
3
AWM
AE Wealth Management
Kansas
$1.03M
4
Osaic Holdings
Osaic Holdings
Arizona
$655K
5
IA
Insight Advisors
Pennsylvania
$719K

Top Sellers

1
IA
IFP Advisors
Florida
$2K
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8K
4
RWB
RMR Wealth Builders
New Jersey
$0
5
FEG
Financial Enhancement Group
Indiana
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$40M +$1.42M +35,997 +4%
HighTower Advisors
2
HighTower Advisors
Illinois
$31.9M +$1.76M +44,800 +6%
Goldman Sachs
3
Goldman Sachs
New York
$8.49M – – –
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.14M +$41.1K +1,046 +1%
CWM
5
Cabot Wealth Management
Massachusetts
$2.22M +$181K +4,612 +9%
FEG
6
Financial Enhancement Group
Indiana
$1.95M -$159K -4,032 -8%
T
7
TRUADVICE
Florida
$1.54M +$141K +3,545 +10%
PAG
8
Private Advisor Group
New Jersey
$1.34M +$164K +4,179 +14%
AWM
9
AE Wealth Management
Kansas
$1.03M +$1.03M +26,248 New
PFGIA
10
Patriot Financial Group Insurance Agency
Massachusetts
$817K -$70.5K -1,793 -8%
IA
11
Insight Advisors
Pennsylvania
$719K +$349K +8,737 +94%
RA
12
RFG Advisory
Alabama
$698K +$15.7K +400 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$655K +$378K +9,594 +136%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$580K – – –
LPL Financial
15
LPL Financial
California
$493K -$39.7K -1,010 -7%
SFM
16
Signet Financial Management
New Jersey
$485K -$18.8K -478 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$267K -$109K -2,760 -29%
Wells Fargo
18
Wells Fargo
California
$253K +$63.3K +1,609 +33%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$246K – – –
Morgan Stanley
20
Morgan Stanley
New York
$218K +$65.6K +1,667 +43%
TRCT
21
Tower Research Capital (TRC)
New York
$181K -$135K -3,435 -43%
CAL
22
Capital Advisors Ltd
Ohio
$123K – – –
CFA
23
Carroll Financial Associates
North Carolina
$58K – – –
UBS Group
24
UBS Group
Switzerland
$54K -$117K -3,015 -68%
AWM
25
Accel Wealth Management
Iowa
$41K +$158 +4 +0.4%
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