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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

44 hedge funds and large institutions have $155M invested in WisdomTree US Multifactor Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 1 closing their positions.

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
16
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$26M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$46.7M
3
AWM
3
AE Wealth Management
Kansas
$2.39M
4
Goldman Sachs
4
Goldman Sachs
New York
$8.97M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.41M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
PWS
2
Private Wealth Strategies
Ohio
$44.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.59M
4
SFM
4
Signet Financial Management
New Jersey
$386K
5
UBS Group
5
UBS Group
Switzerland
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$46.7M 1,140,878 +154,836 +16%
PWS
2
Private Wealth Strategies
Ohio
$44.9M 1,095,640 -19,702 -2%
GVAG
3
Great Valley Advisor Group
Delaware
$26M 633,483 +633,483 New
Goldman Sachs
4
Goldman Sachs
New York
$8.97M 218,929 +18,675 +9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.59M 111,996 -3,565 -3%
CWM
6
Cabot Wealth Management
Massachusetts
$2.69M 65,626 +2,789 +4%
IA
7
Insight Advisors
Pennsylvania
$2.61M 63,621 +7,887 +14%
AWM
8
AE Wealth Management
Kansas
$2.39M 58,228 +58,228 New
FEG
9
Financial Enhancement Group
Indiana
$2.3M 56,243 +5,500 +11%
PAG
10
Private Advisor Group
New Jersey
$1.93M 47,164 +3,308 +8%
Morgan Stanley
11
Morgan Stanley
New York
$1.41M 34,312 +13,785 +67%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.09M 26,493 -684 -3%
LPL Financial
13
LPL Financial
California
$872K 21,276 +1,887 +10%
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$867K 21,153 +565 +3%
RA
15
RFG Advisory
Alabama
$787K 19,216 -112 -0.6%
AWM
16
Axxcess Wealth Management
California
$626K 15,272 -515 -3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$604K 14,746 – –
Osaic Holdings
18
Osaic Holdings
Arizona
$548K 13,369 -1,007 -7%
CA
19
CoreCap Advisors
Michigan
$548K 13,379 -187 -1%
T
20
TRUADVICE
Florida
$507K 13,021 -708 -5%
5L
21
55I LLC
Massachusetts
$452K 11,039 +11,039 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$412K 10,068 +508 +5%
TRCT
23
Tower Research Capital (TRC)
New York
$406K 9,907 +3,388 +52%
SFM
24
Signet Financial Management
New Jersey
$386K 9,412 -2,512 -21%
MLA
25
My Legacy Advisors
Oregon
$380K 9,274 +9,274 New
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