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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

58 hedge funds and large institutions have $193M invested in WisdomTree US Multifactor Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
26
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Western Wealth Management
Colorado
$4.02M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$14.9M
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$1.31M
4
KPWS
4
Kestra Private Wealth Services
Texas
$1.3M
5
FEG
5
Financial Enhancement Group
Indiana
$2.26M

Top Sellers

1
CWM
1
Cabot Wealth Management
Massachusetts
$0
2
RJA
2
Raymond James & Associates
Florida
$1.58M
3
OMC
3
Old Mission Capital
Illinois
$570K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$63.1M 1,290,388 +3,265 +0.3%
GVAG
2
Great Valley Advisor Group
Delaware
$22.7M 464,309 +1,951 +0.4%
TFG
3
Team Financial Group
California
$18M 368,202 +8,174 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14.9M 305,667 +74,650 +32%
IA
5
Insight Advisors
Pennsylvania
$6.67M 136,403 +10,462 +8%
PAG
6
Private Advisor Group
New Jersey
$5.54M 113,355 +239 +0.2%
LPL Financial
7
LPL Financial
California
$5.46M 111,673 +16,124 +17%
SA
8
Sanctuary Advisors
Indiana
$5.43M 103,736 +9,084 +10%
AI
9
Atria Investments
North Carolina
$4.38M 89,612 +11,078 +14%
Wells Fargo
10
Wells Fargo
California
$4.35M 89,041 +4,333 +5%
Morgan Stanley
11
Morgan Stanley
New York
$4.1M 83,993 +2,870 +4%
WWM
12
Western Wealth Management
Colorado
$4.02M 82,351 +82,351 New
SAM
13
Smartleaf Asset Management
Massachusetts
$3.66M 75,050 +430 +0.6%
AF
14
Allworth Financial
California
$2.27M 46,390 -983 -2%
FEG
15
Financial Enhancement Group
Indiana
$2.26M 61,464 +34,673 +129%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.12M 43,441 -387 -0.9%
SWP
17
Stratos Wealth Partners
Ohio
$1.97M 40,256 -2,135 -5%
WWA
18
WCG Wealth Advisors
Nevada
$1.58M 32,394 -1,176 -4%
RJA
19
Raymond James & Associates
Florida
$1.58M 32,365 -33,803 -51%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.53M 31,300 +3,539 +13%
BWP
21
Baldwin Wealth Partners
Massachusetts
$1.31M 26,877 +26,877 New
KPWS
22
Kestra Private Wealth Services
Texas
$1.3M 26,673 +26,673 New
NS
23
NBC Securities
Alabama
$1.26M 25,797 +1,112 +5%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.07M 21,889 -3,580 -14%
RA
25
RFG Advisory
Alabama
$1.07M 21,824 +518 +2%
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