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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

49 hedge funds and large institutions have $216M invested in WisdomTree US Multifactor Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
24
Reduced
17
Closed
3
Calls
$1.11M
Puts
–
Net Calls
+$1.11M
Net Calls Change
+$108K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$60.9M
2
Morgan Stanley
Morgan Stanley
New York
$3.8M
3
IA
Insight Advisors
Pennsylvania
$4.92M
4
RJA
Raymond James & Associates
Florida
$3.51M
5
TFG
Team Financial Group
California
$16M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
$23.6M
2
PAG
Private Advisor Group
New Jersey
$5.12M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$288K
4
KAS
Kestra Advisory Services
Texas
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$60.9M +$5.54M +119,085 +10%
PWS
2
Private Wealth Strategies
Ohio
$54.5M +$43K +924 +0.1%
GVAG
3
Great Valley Advisor Group
Delaware
$23.6M -$2.47M -53,037 -9%
TFG
4
Team Financial Group
California
$16M +$672K +14,445 +4%
PAG
5
Private Advisor Group
New Jersey
$5.12M -$1.03M -22,108 -17%
IA
6
Insight Advisors
Pennsylvania
$4.92M +$1.16M +24,929 +31%
CWM
7
Cabot Wealth Management
Massachusetts
$4.21M +$255K +5,469 +6%
Wells Fargo
8
Wells Fargo
California
$3.83M +$89K +1,912 +2%
Morgan Stanley
9
Morgan Stanley
New York
$3.8M +$2.67M +57,350 +236%
AI
10
Atria Investments
North Carolina
$3.58M +$102K +2,183 +3%
RJA
11
Raymond James & Associates
Florida
$3.51M +$720K +15,461 +26%
SAM
12
Smartleaf Asset Management
Massachusetts
$3.32M +$489K +10,545 +17%
LPL Financial
13
LPL Financial
California
$3.25M +$645K +13,862 +25%
AF
14
Allworth Financial
California
$2.34M -$252K -5,408 -10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.11M -$423K -9,081 -17%
SWP
16
Stratos Wealth Partners
Ohio
$2.11M -$201K -4,324 -9%
WWA
17
WCG Wealth Advisors
Nevada
$1.44M +$150K +3,230 +12%
KIA
18
KLR Investment Advisors
Rhode Island
$1.37M -$169K -3,804 -11%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$1.32M -$39K -838 -3%
FEG
20
Financial Enhancement Group
Indiana
$1.27M -$119K -2,677 -9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.23M -$50K -1,075 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.2M +$29.2K +628 +2%
NS
23
NBC Securities
Alabama
$1.11M +$477K +9,248 +75%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$1M +$4.56K +98 +0.5%
RA
25
RFG Advisory
Alabama
$907K +$99.7K +2,142 +12%
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