WisdomTree US Multifactor Fund
USMF
38 hedge funds and large institutions have $121M invested in WisdomTree US Multifactor Fund in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
17% more capital invested
Capital invested by funds: $104M → $121M (+$17.3M)
15% more funds holding
Funds holding: 33 → 38 (+5)
5.01% more ownership
Funds ownership: 59.82% → 64.83% (+5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$5.65M |
| 2 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$1.83M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$851K |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$839K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$437K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.16M |
| 2 |
Goldman Sachs
New York
|
-$632K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$534K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$323K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$97.5K |
USMF Hedge Fund Activity: Q4 2021 in Review
38 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q4 2021, worth a combined $121M — up 17% from $104M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new USMF positions and 2 closed out — a net gain of 5 holders — while 17 added to existing stakes and 6 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $5.65M. The largest seller was Private Advisor Group, cutting an estimated $1.16M.
- 38 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q4 2021, up from 33 in Q3 2021.
- Funds reported $121M of WisdomTree US Multifactor Fund stock for Q4 2021, up 17% quarter-over-quarter.
- 7 funds opened new WisdomTree US Multifactor Fund positions in Q4 2021 and 2 closed out, a net change of +5 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q4 2021 was HighTower Advisors, an estimated $5.65M added.
- The largest WisdomTree US Multifactor Fund seller in Q4 2021 was Private Advisor Group, an estimated $1.16M sold.
Based on aggregated 13F filings for Q4 2021.