WisdomTree US Multifactor Fund
USMF
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.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
1.02% more ownership
Funds ownership: 66.57% → 67.59% (+1%)
1% more capital invested
Capital invested by funds: $173M → $175M (+$2.02M)
2% less funds holding
Funds holding: 46 → 45 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.91M |
| 2 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$1.09M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$771K |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$717K |
| 5 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$453K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.57M |
| 2 |
Morgan Stanley
New York
|
-$3.09M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$992K |
| 4 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$525K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$491K |
USMF Hedge Fund Activity: Q2 2023 in Review
45 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q2 2023, worth a combined $175M — up 1.2% from $173M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of USMF and 4 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 20 added.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $1.91M. The largest seller was Wells Fargo, cutting an estimated $4.57M.
- 45 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q2 2023, down from 46 in Q1 2023.
- Funds reported $175M of WisdomTree US Multifactor Fund stock for Q2 2023, up 1.2% quarter-over-quarter.
- 4 funds opened new WisdomTree US Multifactor Fund positions in Q2 2023 and 5 closed out, a net change of -1 holder.
- The largest WisdomTree US Multifactor Fund buyer in Q2 2023 was Raymond James & Associates, an estimated $1.91M added.
- The largest WisdomTree US Multifactor Fund seller in Q2 2023 was Wells Fargo, an estimated $4.57M sold.
Based on aggregated 13F filings for Q2 2023.