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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

46 hedge funds and large institutions have $173M invested in WisdomTree US Multifactor Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
23
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.1M
2
PAG
2
Private Advisor Group
New Jersey
$3.05M
3
VWA
3
V Wealth Advisors
Kansas
$899K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$543K
5
BW
5
BIP Wealth
Georgia
$477K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
GVAG
2
Great Valley Advisor Group
Delaware
$29.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
LPL Financial
4
LPL Financial
California
$2.76M
5
ZIMP
5
Zimmermann Investment Management & Planning
Pennsylvania
$525K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$46.5M 1,237,809 +4,310 +0.3%
PWS
2
Private Wealth Strategies
Ohio
$41.3M 1,098,736 +1,821 +0.2%
GVAG
3
Great Valley Advisor Group
Delaware
$29.1M 774,951 -25,381 -3%
Morgan Stanley
4
Morgan Stanley
New York
$12.1M 321,912 +246,453 +327%
Wells Fargo
5
Wells Fargo
California
$7.91M 210,647 +2,277 +1%
SWP
6
Stratos Wealth Partners
Ohio
$4.47M 118,978 +1,150 +1%
CWM
7
Cabot Wealth Management
Massachusetts
$3.08M 81,985 +8,302 +11%
PAG
8
Private Advisor Group
New Jersey
$3.05M 81,150 +28,196 +53%
LPL Financial
9
LPL Financial
California
$2.76M 73,440 -16,149 -18%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.73M 72,676 +6,998 +11%
AF
11
Allworth Financial
California
$2.32M 61,867 -11,302 -15%
FEG
12
Financial Enhancement Group
Indiana
$2.26M 61,464 -2,801 -4%
IA
13
Insight Advisors
Pennsylvania
$1.98M 52,744 +5,204 +11%
KIA
14
KLR Investment Advisors
Rhode Island
$1.76M 46,924 +2,233 +5%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$1.29M 34,264 +5,358 +19%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.1M 29,319 +20 +0.1%
MLA
17
My Legacy Advisors
Oregon
$1.06M 28,145 +1,593 +6%
VWA
18
V Wealth Advisors
Kansas
$899K 23,941 +23,941 New
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$836K 22,257 -953 -4%
Osaic Holdings
20
Osaic Holdings
Arizona
$780K 20,762 +1,845 +10%
RA
21
RFG Advisory
Alabama
$583K 15,534 -256 -2%
AWM
22
Axxcess Wealth Management
California
$573K 15,272 – –
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$543K 14,464 +14,464 New
ZIMP
24
Zimmermann Investment Management & Planning
Pennsylvania
$525K 13,993 -15,297 -52%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$491K 13,063 -1,683 -11%
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