WisdomTree US Multifactor Fund
USMF
USMF
49 hedge funds and large institutions have $189M invested in WisdomTree US Multifactor Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
1% less capital invested
Capital invested by funds: $191M → $189M (-$1.65M)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
Holders
49
Holding in Top 10
2
Calls
$1M
Puts
–
Top Buyers
| 1 | +$3.14M | |
| 2 | +$1.05M | |
| 3 | +$995K | |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$893K |
| 5 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$739K |
Top Sellers
| 1 | -$10.6M | |
| 2 | -$9.78M | |
| 3 | -$3.17M | |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.55M |