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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

47 hedge funds and large institutions have $142M invested in WisdomTree US Multifactor Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
16
Reduced
15
Closed
4
Calls
–
Puts
$1.68M
Net Calls
-$1.68M
Net Calls Change
-$1.68M

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
$28.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.27M
3
Morgan Stanley
Morgan Stanley
New York
$1.87M
4
MLA
My Legacy Advisors
Oregon
$842K
5
5L
55I LLC
Massachusetts
$871K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$4.55M
2
PWS
Private Wealth Strategies
Ohio
$38.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$219K
4
AWM
AE Wealth Management
Kansas
$1.84M
5
HighTower Advisors
HighTower Advisors
Illinois
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$41.1M -$243K -6,711 -0.6%
PWS
2
Private Wealth Strategies
Ohio
$38.2M -$1.52M -41,982 -4%
GVAG
3
Great Valley Advisor Group
Delaware
$28.3M +$5.36M +147,776 +23%
Goldman Sachs
4
Goldman Sachs
New York
$4.55M -$3.39M -93,544 -43%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.02M -$42.2K -1,164 -1%
IA
6
Insight Advisors
Pennsylvania
$2.62M +$194K +5,093 +8%
CWM
7
Cabot Wealth Management
Massachusetts
$2.48M +$99.4K +2,742 +4%
FEG
8
Financial Enhancement Group
Indiana
$2.21M +$167K +4,611 +8%
Morgan Stanley
9
Morgan Stanley
New York
$1.87M +$623K +17,184 +50%
AWM
10
AE Wealth Management
Kansas
$1.84M -$273K -7,533 -13%
PAG
11
Private Advisor Group
New Jersey
$1.74M +$30.1K +831 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.27M +$1.03M +28,448 +436%
LPL Financial
13
LPL Financial
California
$1.13M +$358K +9,878 +46%
KWM
14
KerberRose Wealth Management
Wisconsin
$1.12M +$1.12M +30,972 New
5L
15
55I LLC
Massachusetts
$871K +$471K +12,988 +118%
MLA
16
My Legacy Advisors
Oregon
$842K +$502K +13,725 +148%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$765K -$1.7K -47 -0.2%
RA
18
RFG Advisory
Alabama
$704K -$28.8K -756 -4%
Wells Fargo
19
Wells Fargo
California
$675K +$357K +9,846 +112%
AWM
20
Axxcess Wealth Management
California
$554K – – –
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$534K – – –
Osaic Holdings
22
Osaic Holdings
Arizona
$512K +$28.2K +779 +6%
T
23
TRUADVICE
Florida
$486K -$9.98K -262 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$430K +$65.2K +1,801 +18%
CA
25
CoreCap Advisors
Michigan
$384K -$101K -2,785 -21%
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