USMF icon

WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

33 hedge funds and large institutions have $104M invested in WisdomTree US Multifactor Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
17
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Private Wealth Strategies
Ohio
$41.7M
2
PAG
2
Private Advisor Group
New Jersey
$2.82M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$33M
4
IA
4
Insight Advisors
Pennsylvania
$1.44M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$534K

Top Sellers

1
T
1
TRUADVICE
Florida
$554K
2
AWM
2
AE Wealth Management
Kansas
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$547K
4
UBS Group
4
UBS Group
Switzerland
$0
5
AWM
5
Accel Wealth Management
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$41.7M 1,070,422 +54,136 +5%
HighTower Advisors
2
HighTower Advisors
Illinois
$33M 847,173 +36,707 +5%
Goldman Sachs
3
Goldman Sachs
New York
$8.4M 215,789 – –
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.08M 104,822 -455 -0.4%
PAG
5
Private Advisor Group
New Jersey
$2.82M 72,452 +38,448 +113%
CWM
6
Cabot Wealth Management
Massachusetts
$2.35M 60,445 +4,042 +7%
FEG
7
Financial Enhancement Group
Indiana
$2.02M 51,901 +2,242 +5%
IA
8
Insight Advisors
Pennsylvania
$1.44M 35,087 +17,095 +95%
PFGIA
9
Patriot Financial Group Insurance Agency
Massachusetts
$796K 20,439 -331 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$766K 19,684 +13,420 +214%
LPL Financial
11
LPL Financial
California
$746K 19,163 +6,631 +53%
RA
12
RFG Advisory
Alabama
$722K 18,543 +787 +4%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$574K 14,746 – –
T
14
TRUADVICE
Florida
$554K 13,393 -25,457 -66%
Osaic Holdings
15
Osaic Holdings
Arizona
$547K 14,041 -2,601 -16%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$534K 13,711 +13,711 New
SFM
17
Signet Financial Management
New Jersey
$480K 12,339 +10 +0.1%
Morgan Stanley
18
Morgan Stanley
New York
$425K 10,906 +5,364 +97%
TRCT
19
Tower Research Capital (TRC)
New York
$347K 8,916 +4,309 +94%
FTUS
20
Flow Traders U.S.
New York
$323K 8,299 +8,299 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$314K 8,066 +1,285 +19%
Wells Fargo
22
Wells Fargo
California
$278K 7,150 +716 +11%
RWB
23
RMR Wealth Builders
New Jersey
$222K 5,715 +5,715 New
CAL
24
Capital Advisors Ltd
Ohio
$121K 3,117 – –
CFD
25
Creative Financial Designs
Indiana
$65K 1,667 +664 +66%
1
2