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WisdomTree US Multifactor Fund

69 hedge funds and large institutions have $334M invested in WisdomTree US Multifactor Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $302M → $334M (+$32.5M)

6% more funds holding

Funds holding: 6569 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.65% less ownership

Funds ownership: 82.42%81.76% (-0.65%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
25
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$67.7M +$391K +7,900 +0.6%
Lido Advisors
2
Lido Advisors
California
$40.7M -$1.59M -32,116 -4%
GVAG
3
Great Valley Advisor Group
Delaware
$27.2M +$2.01M +40,705 +8%
Raymond James Financial
4
Raymond James Financial
Florida
$21.7M +$338K +6,841 +2%
SFG
5
SNS Financial Group
Minnesota
$21.6M +$1.85M +37,457 +10%
TFG
6
Team Financial Group
California
$20.4M +$1.12M +22,658 +6%
LPL Financial
7
LPL Financial
California
$19.3M -$2.16M -43,694 -10%
SL
8
Systelligence LLC
Minnesota
$11.8M +$11.3M +229,503 New
Wells Fargo
9
Wells Fargo
California
$10.1M +$431K +8,716 +5%
CAP
10
Columbia Advisory Partners
Washington
$8.28M +$1.04M +20,978 +15%
AIM
11
Archer Investment Management
Texas
$7.7M -$2.46M -49,730 -25%
AI
12
Atria Investments
North Carolina
$5.65M +$1.04M +21,031 +24%
WWM
13
WJ Wealth Management
Arizona
$5.58M -$3.52M -71,128 -39%
DFP
14
Defined Financial Planning
California
$5.28M +$969K +19,613 +23%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.24M +$699K +14,133 +16%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4.95M +$4.06M +82,180 +574%
NA
17
NewEdge Advisors
Louisiana
$4.19M +$4.04M +81,649 +108,865%
Morgan Stanley
18
Morgan Stanley
New York
$4.15M -$202K -4,087 -5%
PAG
19
Private Advisor Group
New Jersey
$4.02M +$3.38M +68,302 +670%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.71M +$403K +8,150 +13%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.86M +$443K +8,960 +19%
FEG
22
Financial Enhancement Group
Indiana
$2.68M -$79.8K -1,614 -3%
AF
23
Allworth Financial
California
$2.24M -$48.2K -976 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.96M +$210K +4,240 +12%
SWP
25
Stratos Wealth Partners
Ohio
$1.93M -$15.1K -306 -0.8%

USMF Hedge Fund Activity: Q2 2025 in Review

69 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q2 2025, worth a combined $334M — up 11% from $302M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new USMF positions and 5 closed out — a net gain of 4 holders — while 25 added to existing stakes and 29 trimmed.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $11.3M. The largest seller was Insight Advisors, exiting entirely with an estimated $4.74M sold.

  • 69 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q2 2025, up from 65 in Q1 2025.
  • Funds reported $334M of WisdomTree US Multifactor Fund stock for Q2 2025, up 11% quarter-over-quarter.
  • 9 funds opened new WisdomTree US Multifactor Fund positions in Q2 2025 and 5 closed out, a net change of +4 holders.
  • The largest WisdomTree US Multifactor Fund buyer in Q2 2025 was Systelligence LLC, an estimated $11.3M added.
  • The largest WisdomTree US Multifactor Fund seller in Q2 2025 was Insight Advisors, an estimated $4.74M sold.

Based on aggregated 13F filings for Q2 2025.