WisdomTree US Multifactor Fund
USMF
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.
240% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 5
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more capital invested
Capital invested by funds: $98.6M → $104M (+$5.19M)
3.51% more ownership
Funds ownership: 56.31% → 59.82% (+3.5%)
3% more funds holding
Funds holding: 32 → 33 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$2.16M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.54M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.47M |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$683K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$548K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.03M |
| 2 |
T
TRUADVICE
Sarasota,
Florida
|
-$1.02M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$104K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$54K |
| 5 |
AWM
Accel Wealth Management
Waverly,
Iowa
|
-$41K |
USMF Hedge Fund Activity: Q3 2021 in Review
33 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q3 2021, worth a combined $104M — up 5.3% from $98.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new USMF positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 5 trimmed.
The largest buyer was Private Wealth Strategies, adding an estimated $2.16M. The largest seller was AE Wealth Management, exiting entirely with an estimated $1.03M sold.
- 33 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q3 2021, up from 32 in Q2 2021.
- Funds reported $104M of WisdomTree US Multifactor Fund stock for Q3 2021, up 5.3% quarter-over-quarter.
- 5 funds opened new WisdomTree US Multifactor Fund positions in Q3 2021 and 4 closed out, a net change of +1 holder.
- The largest WisdomTree US Multifactor Fund buyer in Q3 2021 was Private Wealth Strategies, an estimated $2.16M added.
- The largest WisdomTree US Multifactor Fund seller in Q3 2021 was AE Wealth Management, an estimated $1.03M sold.
Based on aggregated 13F filings for Q3 2021.