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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

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
Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
17
Reduced
19
Closed
4
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
+$1.01M

Top Buyers

1
AI
Atria Investments
North Carolina
$3.14M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.05M
3
TFG
Team Financial Group
California
$13.9M
4
PAG
Private Advisor Group
New Jersey
$5.56M
5
PWS
Private Wealth Strategies
Ohio
$49.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.02M
2
GVAG
Great Valley Advisor Group
Delaware
$23.5M
3
HighTower Advisors
HighTower Advisors
Illinois
$50M
4
SWP
Stratos Wealth Partners
Ohio
$2.09M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$50M -$3.17M -75,259 -6%
PWS
2
Private Wealth Strategies
Ohio
$49.2M +$739K +17,579 +2%
GVAG
3
Great Valley Advisor Group
Delaware
$23.5M -$9.78M -232,666 -29%
TFG
4
Team Financial Group
California
$13.9M +$995K +23,663 +8%
PAG
5
Private Advisor Group
New Jersey
$5.56M +$893K +21,228 +19%
CWM
6
Cabot Wealth Management
Massachusetts
$3.58M +$64.8K +1,541 +2%
IA
7
Insight Advisors
Pennsylvania
$3.4M +$341K +8,099 +11%
Wells Fargo
8
Wells Fargo
California
$3.38M +$135K +3,210 +4%
AI
9
Atria Investments
North Carolina
$3.14M +$3.14M +74,689 New
SAM
10
Smartleaf Asset Management
Massachusetts
$2.57M +$2.57M +61,128 New
RJA
11
Raymond James & Associates
Florida
$2.52M +$59.3K +1,411 +2%
LPL Financial
12
LPL Financial
California
$2.35M -$233K -5,547 -9%
AF
13
Allworth Financial
California
$2.34M +$264K +6,285 +13%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.29M -$1.55M -36,820 -40%
SWP
15
Stratos Wealth Partners
Ohio
$2.09M -$1.7M -40,334 -45%
KIA
16
KLR Investment Advisors
Rhode Island
$1.46M -$515K -12,254 -26%
FEG
17
Financial Enhancement Group
Indiana
$1.32M -$1.18M -27,794 -47%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$1.23M -$319K -7,583 -21%
WWA
19
WCG Wealth Advisors
Nevada
$1.16M -$16.4K -390 -1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.16M +$84 +2 +0%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.06M +$17K +405 +2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.05M +$1.05M +24,958 New
Morgan Stanley
23
Morgan Stanley
New York
$1.02M -$10.6M -251,193 -91%
BW
24
BIP Wealth
Georgia
$1.01M -$77.6K -1,845 -7%
Goldman Sachs
25
Goldman Sachs
New York
$947K +$258K +6,146 +38%
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