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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

62 hedge funds and large institutions have $351M invested in WisdomTree US Multifactor Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.83%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
16
Increased
15
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$116M
2
Raymond James Financial
2
Raymond James Financial
Florida
$17M
3
AIM
3
Archer Investment Management
Texas
$13.7M
4
CAP
4
Columbia Advisory Partners
Washington
$7.77M
5
LPL Financial
5
LPL Financial
California
$12.2M

Top Sellers

1
WWM
1
Western Wealth Management
Colorado
$0
2
NS
2
NBC Securities
Alabama
$1.39K
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.1M
5
FEG
5
Financial Enhancement Group
Indiana
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$116M 2,337,374 +2,337,374 New
HighTower Advisors
2
HighTower Advisors
Illinois
$64M 1,288,412 -1,976 -0.2%
GVAG
3
Great Valley Advisor Group
Delaware
$22.8M 458,373 -5,936 -1%
TFG
4
Team Financial Group
California
$18.8M 379,142 +10,940 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$17M 343,024 +343,024 New
AIM
6
Archer Investment Management
Texas
$13.7M 276,149 +276,149 New
LPL Financial
7
LPL Financial
California
$12.2M 245,663 +133,990 +120%
CAP
8
Columbia Advisory Partners
Washington
$7.77M 156,323 +156,323 New
IA
9
Insight Advisors
Pennsylvania
$7.24M 145,596 +9,193 +7%
Wells Fargo
10
Wells Fargo
California
$6.53M 131,466 +42,425 +48%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.97M 120,183 +108,655 +943%
PAG
12
Private Advisor Group
New Jersey
$5.74M 115,467 +2,112 +2%
SA
13
Sanctuary Advisors
Indiana
$5.45M 105,121 +1,385 +1%
AI
14
Atria Investments
North Carolina
$4.3M 86,654 -2,958 -3%
DFP
15
Defined Financial Planning
California
$4.1M 82,567 +82,567 New
Morgan Stanley
16
Morgan Stanley
New York
$4.1M 82,530 -1,463 -2%
SAM
17
Smartleaf Asset Management
Massachusetts
$3.69M 74,177 -873 -1%
AF
18
Allworth Financial
California
$2.26M 44,356 -2,034 -4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.23M 44,809 +35,029 +358%
SWP
20
Stratos Wealth Partners
Ohio
$2.02M 40,695 +439 +1%
FEG
21
Financial Enhancement Group
Indiana
$2M 40,497 -20,967 -34%
AA
22
Armis Advisers
Georgia
$1.9M 38,176 +38,176 New
Osaic Holdings
23
Osaic Holdings
Arizona
$1.86M 37,407 +6,107 +20%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.81M 36,502 +36,502 New
WWA
25
WCG Wealth Advisors
Nevada
$1.59M 31,994 -400 -1%
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