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WisdomTree US Multifactor Fund

47 hedge funds and large institutions have $167M invested in WisdomTree US Multifactor Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
22
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$46.4M 1,233,499 +86,172 +8%
PWS
2
Private Wealth Strategies
Ohio
$41.2M 1,096,915 +28,244 +3%
GVAG
3
Great Valley Advisor Group
Delaware
$30.1M 800,332 -56,246 -7%
Wells Fargo
4
Wells Fargo
California
$7.83M 208,370 +187,043 +877%
SWP
5
Stratos Wealth Partners
Ohio
$4.43M 117,828 +117,828 New
LPL Financial
6
LPL Financial
California
$3.37M 89,589 +58,883 +192%
Goldman Sachs
7
Goldman Sachs
New York
$3.18M 84,568 -44,265 -34%
Morgan Stanley
8
Morgan Stanley
New York
$2.84M 75,459 +20,603 +38%
CWM
9
Cabot Wealth Management
Massachusetts
$2.77M 73,683 +2,108 +3%
AF
10
Allworth Financial
California
$2.75M 73,169 +72,986 +39,883%
FEG
11
Financial Enhancement Group
Indiana
$2.51M 64,265 -474 -0.7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.47M 65,678 +7,952 +14%
PAG
13
Private Advisor Group
New Jersey
$1.92M 52,954 +1,676 +3%
IA
14
Insight Advisors
Pennsylvania
$1.78M 47,540 -22,869 -32%
KIA
15
KLR Investment Advisors
Rhode Island
$1.68M 44,691 +44,691 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.1M 29,299 -80,576 -73%
ZIMP
17
Zimmermann Investment Management & Planning
Pennsylvania
$1.1M 29,290 +11,224 +62%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$1.09M 28,906 +28,906 New
MLA
19
My Legacy Advisors
Oregon
$1.04M 26,552 -1,727 -6%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$873K 23,210 +2,454 +12%
Citadel Advisors
21
Citadel Advisors
Florida
$838K 22,280 +14,644 +192%
Osaic Holdings
22
Osaic Holdings
Arizona
$712K 18,917 +3,830 +25%
RA
23
RFG Advisory
Alabama
$621K 15,790 -2,584 -14%
AWM
24
Axxcess Wealth Management
California
$574K 15,272
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$554K 14,746