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WisdomTree US Multifactor Fund

64 hedge funds and large institutions have $301M invested in WisdomTree US Multifactor Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
21
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$65.1M +$1.17M +23,509 +2%
Lido Advisors
2
Lido Advisors
California
$40.9M -$75M -1,512,172 -65%
GVAG
3
Great Valley Advisor Group
Delaware
$24.3M +$1.59M +32,107 +7%
LPL Financial
4
LPL Financial
California
$20.8M +$8.64M +174,201 +71%
Raymond James Financial
5
Raymond James Financial
Florida
$20.7M +$3.67M +73,907 +22%
SFG
6
SNS Financial Group
Minnesota
$19.1M +$19.1M +384,294 New
TFG
7
Team Financial Group
California
$18.6M -$167K -3,368 -0.9%
AIM
8
Archer Investment Management
Texas
$9.92M -$3.78M -76,243 -28%
Wells Fargo
9
Wells Fargo
California
$9.39M +$2.87M +57,749 +44%
WWM
10
WJ Wealth Management
Arizona
$8.94M +$8.94M +180,073 New
CAP
11
Columbia Advisory Partners
Washington
$6.98M -$781K -15,734 -10%
IA
12
Insight Advisors
Pennsylvania
$4.74M -$2.48M -50,060 -34%
AI
13
Atria Investments
North Carolina
$4.42M +$125K +2,521 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.37M +$2.15M +43,284 +97%
DFP
15
Defined Financial Planning
California
$4.27M +$156K +3,122 +4%
Morgan Stanley
16
Morgan Stanley
New York
$4.22M +$125K +2,523 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.19M +$1.33M +26,785 +72%
FEG
18
Financial Enhancement Group
Indiana
$2.59M +$677K +14,374 +35%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.32M -$3.64M -73,328 -61%
AF
20
Allworth Financial
California
$2.15M +$18.1K +375 +0.8%
CIA
21
Concurrent Investment Advisors
Florida
$2.11M +$1.83M +36,815 +647%
SWP
22
Stratos Wealth Partners
Ohio
$1.88M -$134K -2,708 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.69M +$940K +18,951 +126%
WWA
24
WCG Wealth Advisors
Nevada
$1.51M -$77.2K -1,556 -5%
KPWS
25
Kestra Private Wealth Services
Texas
$1.44M +$744 +15 +0.1%