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WisdomTree US Multifactor Fund

45 hedge funds and large institutions have $175M invested in WisdomTree US Multifactor Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
4
Increased
20
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$48.3M 1,246,218 +8,409 +0.7%
PWS
2
Private Wealth Strategies
Ohio
$43.7M 1,127,969 +29,233 +3%
GVAG
3
Great Valley Advisor Group
Delaware
$30.8M 795,538 +20,587 +3%
Morgan Stanley
4
Morgan Stanley
New York
$9.28M 239,279 -82,633 -26%
SWP
5
Stratos Wealth Partners
Ohio
$3.59M 92,473 -26,505 -22%
PAG
6
Private Advisor Group
New Jersey
$3.54M 89,664 +8,514 +10%
Wells Fargo
7
Wells Fargo
California
$3.43M 88,429 -122,218 -58%
CWM
8
Cabot Wealth Management
Massachusetts
$3.23M 83,395 +1,410 +2%
LPL Financial
9
LPL Financial
California
$3.03M 78,183 +4,743 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.94M 75,831 +3,155 +4%
IA
11
Insight Advisors
Pennsylvania
$2.79M 71,890 +19,146 +36%
FEG
12
Financial Enhancement Group
Indiana
$2.35M 59,538 -1,926 -3%
AF
13
Allworth Financial
California
$2.19M 56,597 -5,270 -9%
RJA
14
Raymond James & Associates
Florida
$1.98M 51,163 +51,163 New
KIA
15
KLR Investment Advisors
Rhode Island
$1.86M 48,081 +1,157 +2%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$1.38M 35,552 +1,288 +4%
MLA
17
My Legacy Advisors
Oregon
$1.21M 30,824 +2,679 +10%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.07M 27,549 -1,770 -6%
VWA
19
V Wealth Advisors
Kansas
$966K 24,907 +966 +4%
BW
20
BIP Wealth
Georgia
$962K 24,809 +12,107 +95%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$853K 22,003 -254 -1%
AWM
22
Axxcess Wealth Management
California
$592K 15,272
RA
23
RFG Advisory
Alabama
$562K 14,492 -1,042 -7%
Osaic Holdings
24
Osaic Holdings
Arizona
$484K 12,491 -8,271 -40%
T
25
TRUADVICE
Florida
$430K 10,959 -1,041 -9%