WisdomTree US Multifactor Fund
USMF
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.
53% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 15
4% more capital invested
Capital invested by funds: $167M → $173M (+$6.3M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0.85% less ownership
Funds ownership: 67.42% → 66.57% (-0.85%)
2% less funds holding
Funds holding: 47 → 46 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.37M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.07M |
| 3 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
+$910K |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$550K |
| 5 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.18M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$965K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$838K |
| 4 |
LPL Financial
San Diego,
California
|
-$614K |
| 5 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$582K |
USMF Hedge Fund Activity: Q1 2023 in Review
46 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q1 2023, worth a combined $173M — up 3.8% from $167M a quarter earlier.
Fund positioning in USMF was balanced in Q1 2023: 5 funds opened new positions, 5 closed out, 23 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.37M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.18M sold.
- 46 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q1 2023, down from 47 in Q4 2022.
- Funds reported $173M of WisdomTree US Multifactor Fund stock for Q1 2023, up 3.8% quarter-over-quarter.
- 5 funds opened new WisdomTree US Multifactor Fund positions in Q1 2023 and 5 closed out, a net change of 0 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q1 2023 was Morgan Stanley, an estimated $9.37M added.
- The largest WisdomTree US Multifactor Fund seller in Q1 2023 was Goldman Sachs, an estimated $3.18M sold.
Based on aggregated 13F filings for Q1 2023.