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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

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.

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
5
Increased
22
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFG
1
Team Financial Group
California
$11.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.6M
3
WWA
3
WCG Wealth Advisors
Nevada
$1.08M
4
PWS
4
Private Wealth Strategies
Ohio
$44.3M
5
PAG
5
Private Advisor Group
New Jersey
$4.27M

Top Sellers

1
VWA
1
V Wealth Advisors
Kansas
$0
2
LPL Financial
2
LPL Financial
California
$2.37M
3
Wells Fargo
3
Wells Fargo
California
$2.96M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
AF
5
Allworth Financial
California
$1.9M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$48.6M 1,264,550 +18,332 +1%
PWS
2
Private Wealth Strategies
Ohio
$44.3M 1,151,817 +23,848 +2%
GVAG
3
Great Valley Advisor Group
Delaware
$30.5M 792,537 -3,001 -0.4%
TFG
4
Team Financial Group
California
$11.8M 305,890 +305,890 New
Morgan Stanley
5
Morgan Stanley
New York
$10.6M 275,461 +36,182 +15%
PAG
6
Private Advisor Group
New Jersey
$4.27M 110,921 +21,257 +24%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.51M 91,304 +15,473 +20%
SWP
8
Stratos Wealth Partners
Ohio
$3.46M 90,014 -2,459 -3%
CWM
9
Cabot Wealth Management
Massachusetts
$3.21M 83,475 +80 +0.1%
Wells Fargo
10
Wells Fargo
California
$2.96M 77,070 -11,359 -13%
IA
11
Insight Advisors
Pennsylvania
$2.8M 72,747 +857 +1%
LPL Financial
12
LPL Financial
California
$2.37M 61,518 -16,665 -21%
FEG
13
Financial Enhancement Group
Indiana
$2.29M 58,924 -614 -1%
RJA
14
Raymond James & Associates
Florida
$2.25M 58,470 +7,307 +14%
AF
15
Allworth Financial
California
$1.9M 49,324 -7,273 -13%
KIA
16
KLR Investment Advisors
Rhode Island
$1.76M 46,870 -1,211 -3%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.42M 36,796 +1,244 +3%
MLA
18
My Legacy Advisors
Oregon
$1.27M 33,276 +2,452 +8%
WWA
19
WCG Wealth Advisors
Nevada
$1.08M 27,995 +27,995 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.06M 27,547 -2 -0%
BW
21
BIP Wealth
Georgia
$994K 25,840 +1,031 +4%
T
22
TRUADVICE
Florida
$963K 24,667 +13,708 +125%
Osaic Holdings
23
Osaic Holdings
Arizona
$951K 24,725 +12,234 +98%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$875K 22,748 +745 +3%
Goldman Sachs
25
Goldman Sachs
New York
$630K 16,383 +16,383 New
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