USMF icon

WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

52 hedge funds and large institutions have $226M invested in WisdomTree US Multifactor Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
21
Reduced
17
Closed
4
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
-$27K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.5M
2
SA
2
Sanctuary Advisors
Indiana
$4.22M
3
OMC
3
Old Mission Capital
Illinois
$1.28M
4
LPL Financial
4
LPL Financial
California
$4.34M
5
PWS
5
Private Wealth Strategies
Ohio
$54.2M

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$21M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$58.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$3.01M
5
MLA
5
My Legacy Advisors
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$58.5M 1,287,123 -21,253 -2%
PWS
2
Private Wealth Strategies
Ohio
$54.2M 1,191,758 +21,438 +2%
GVAG
3
Great Valley Advisor Group
Delaware
$21M 462,358 -44,476 -9%
TFG
4
Team Financial Group
California
$16.4M 360,028 +16,030 +5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$10.5M 231,017 +204,543 +773%
IA
6
Insight Advisors
Pennsylvania
$5.72M 125,941 +20,166 +19%
PAG
7
Private Advisor Group
New Jersey
$5.14M 113,116 +3,075 +3%
CWM
8
Cabot Wealth Management
Massachusetts
$5.07M 111,485 +21,000 +23%
LPL Financial
9
LPL Financial
California
$4.34M 95,549 +25,716 +37%
SA
10
Sanctuary Advisors
Indiana
$4.22M 94,652 +94,652 New
Wells Fargo
11
Wells Fargo
California
$3.85M 84,708 +2,516 +3%
Morgan Stanley
12
Morgan Stanley
New York
$3.69M 81,123 -495 -0.6%
AI
13
Atria Investments
North Carolina
$3.57M 78,534 +1,662 +2%
SAM
14
Smartleaf Asset Management
Massachusetts
$3.39M 74,620 +2,947 +4%
RJA
15
Raymond James & Associates
Florida
$3.01M 66,168 -9,174 -12%
AF
16
Allworth Financial
California
$2.19M 47,373 -2,828 -6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.99M 43,828 -1,575 -3%
SWP
18
Stratos Wealth Partners
Ohio
$1.93M 42,391 -2,965 -7%
WWA
19
WCG Wealth Advisors
Nevada
$1.53M 33,570 +2,735 +9%
OMC
20
Old Mission Capital
Illinois
$1.28M 28,195 +28,195 New
Osaic Holdings
21
Osaic Holdings
Arizona
$1.26M 27,761 +2,003 +8%
FEG
22
Financial Enhancement Group
Indiana
$1.25M 26,791 -1,662 -6%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.16M 25,469 -2,906 -10%
NS
24
NBC Securities
Alabama
$1.12M 24,685 +3,121 +14%
RA
25
RFG Advisory
Alabama
$968K 21,306 +1,827 +9%
1
2 3