WisdomTree US Multifactor Fund
USMF
65 hedge funds and large institutions have $302M invested in WisdomTree US Multifactor Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
3% more funds holding
Funds holding: 63 → 65 (+2)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
14.58% less ownership
Funds ownership: 96.99% → 82.41% (-15%)
15% less capital invested
Capital invested by funds: $353M → $302M (-$51.9M)
29% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
+$19.4M |
| 2 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$9.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.8M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.73M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
-$76.4M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.32M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$4.95M |
| 4 |
AIM
Archer Investment Management
Austin,
Texas
|
-$3.85M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$3.71M |
USMF Hedge Fund Activity: Q1 2025 in Review
65 of the 7,476 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q1 2025, worth a combined $302M — down 15% from $353M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new USMF positions and 8 closed out — a net gain of 2 holders — while 20 added to existing stakes and 28 trimmed.
The largest buyer was SNS Financial Group, opening a new position worth an estimated $19.4M. The largest seller was Lido Advisors, cutting an estimated $76.4M.
- 65 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q1 2025, up from 63 in Q4 2024.
- Funds reported $302M of WisdomTree US Multifactor Fund stock for Q1 2025, down 15% quarter-over-quarter.
- 10 funds opened new WisdomTree US Multifactor Fund positions in Q1 2025 and 8 closed out, a net change of +2 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q1 2025 was SNS Financial Group, an estimated $19.4M added.
- The largest WisdomTree US Multifactor Fund seller in Q1 2025 was Lido Advisors, an estimated $76.4M sold.
Based on aggregated 13F filings for Q1 2025.