WisdomTree US Multifactor Fund
USMF
47 hedge funds and large institutions have $191M invested in WisdomTree US Multifactor Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
9% more capital invested
Capital invested by funds: $175M → $191M (+$15.5M)
5.87% more ownership
Funds ownership: 67.59% → 73.46% (+5.9%)
4% more funds holding
Funds holding: 45 → 47 (+2)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.42M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$1.09M |
| 3 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$933K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$831K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$717K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$966K |
| 2 |
LPL Financial
San Diego,
California
|
-$652K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$444K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$420K |
| 5 |
AF
Allworth Financial
Folsom,
California
|
-$284K |
USMF Hedge Fund Activity: Q3 2023 in Review
47 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q3 2023, worth a combined $191M — up 8.8% from $175M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new USMF positions and 3 closed out — a net gain of 2 holders — while 22 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.42M. The largest seller was V Wealth Advisors, exiting entirely with an estimated $966K sold.
- 47 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q3 2023, up from 45 in Q2 2023.
- Funds reported $191M of WisdomTree US Multifactor Fund stock for Q3 2023, up 8.8% quarter-over-quarter.
- 5 funds opened new WisdomTree US Multifactor Fund positions in Q3 2023 and 3 closed out, a net change of +2 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q3 2023 was Morgan Stanley, an estimated $1.42M added.
- The largest WisdomTree US Multifactor Fund seller in Q3 2023 was V Wealth Advisors, an estimated $966K sold.
Based on aggregated 13F filings for Q3 2023.