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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

49 hedge funds and large institutions have $140M invested in WisdomTree US Multifactor Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
24
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$29.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.97M
3
RW
3
RVW Wealth
California
$946K
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$617K
5
PWS
5
Private Wealth Strategies
Ohio
$36.5M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$625K
2
Parallax Volatility Advisers
2
Parallax Volatility Advisers
California
$0
3
Bank of America
3
Bank of America
North Carolina
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.75M
5
T
5
TRUADVICE
Florida
$461K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$39.2M 1,147,327 +13,160 +1%
PWS
2
Private Wealth Strategies
Ohio
$36.5M 1,068,671 +15,013 +1%
GVAG
3
Great Valley Advisor Group
Delaware
$29.3M 856,578 +75,319 +10%
Goldman Sachs
4
Goldman Sachs
New York
$4.4M 128,833 +3,448 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.75M 109,875 -957 -0.9%
CWM
6
Cabot Wealth Management
Massachusetts
$2.45M 71,575 +3,207 +5%
IA
7
Insight Advisors
Pennsylvania
$2.41M 70,409 +1,695 +2%
FEG
8
Financial Enhancement Group
Indiana
$2.21M 64,739 +3,885 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.97M 57,726 +45,857 +386%
Morgan Stanley
10
Morgan Stanley
New York
$1.87M 54,856 +3,360 +7%
AWM
11
AE Wealth Management
Kansas
$1.81M 53,044 +2,349 +5%
PAG
12
Private Advisor Group
New Jersey
$1.75M 51,278 +3,283 +7%
5L
13
55I LLC
Massachusetts
$1.07M 31,318 +7,291 +30%
LPL Financial
14
LPL Financial
California
$1.05M 30,706 -448 -1%
MLA
15
My Legacy Advisors
Oregon
$989K 28,279 +5,280 +23%
RW
16
RVW Wealth
California
$946K 27,686 +27,686 New
Wells Fargo
17
Wells Fargo
California
$728K 21,327 +2,721 +15%
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$709K 20,756 -350 -2%
RA
19
RFG Advisory
Alabama
$692K 18,374 -86 -0.5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$625K 18,294 -16,676 -48%
ZIMP
21
Zimmermann Investment Management & Planning
Pennsylvania
$617K 18,066 +18,066 New
AWM
22
Axxcess Wealth Management
California
$522K 15,272 – –
Osaic Holdings
23
Osaic Holdings
Arizona
$515K 15,087 +939 +7%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$504K 14,746 – –
T
25
TRUADVICE
Florida
$461K 12,105 -654 -5%
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