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WisdomTree US Multifactor Fund
USMF

Overview Fund Activity

68 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, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+4
Holders Change %
+6.25%
% 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
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Systelligence LLC
Minnesota
$11.8M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.95M
3
NA
NewEdge Advisors
Louisiana
$4.19M
4
PAG
Private Advisor Group
New Jersey
$4.02M
5
GVAG
Great Valley Advisor Group
Delaware
$27.2M

Top Sellers

1
IA
Insight Advisors
Pennsylvania
$0
2
WWM
WJ Wealth Management
Arizona
$5.58M
3
AIM
Archer Investment Management
Texas
$7.7M
4
LPL Financial
LPL Financial
California
$19.3M
5
Lido Advisors
Lido Advisors
California
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$67.7M +$405K +7,900 +0.6%
Lido Advisors
2
Lido Advisors
California
$40.7M -$1.65M -32,116 -4%
GVAG
3
Great Valley Advisor Group
Delaware
$27.2M +$2.09M +40,705 +8%
Raymond James Financial
4
Raymond James Financial
Florida
$21.7M +$351K +6,841 +2%
SFG
5
SNS Financial Group
Minnesota
$21.6M +$1.92M +37,457 +10%
TFG
6
Team Financial Group
California
$20.4M +$1.16M +22,658 +6%
LPL Financial
7
LPL Financial
California
$19.3M -$2.24M -43,694 -10%
SL
8
Systelligence LLC
Minnesota
$11.8M +$11.8M +229,503 New
Wells Fargo
9
Wells Fargo
California
$10.1M +$447K +8,716 +5%
CAP
10
Columbia Advisory Partners
Washington
$8.28M +$1.08M +20,978 +15%
AIM
11
Archer Investment Management
Texas
$7.7M -$2.55M -49,730 -25%
AI
12
Atria Investments
North Carolina
$5.65M +$1.08M +21,031 +24%
WWM
13
WJ Wealth Management
Arizona
$5.58M -$3.65M -71,128 -39%
DFP
14
Defined Financial Planning
California
$5.28M +$984K +19,613 +23%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.24M +$724K +14,133 +16%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4.95M +$4.21M +82,180 +574%
NA
17
NewEdge Advisors
Louisiana
$4.19M +$4.19M +81,649 +108,865%
Morgan Stanley
18
Morgan Stanley
New York
$4.15M -$209K -4,087 -5%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.04M +$792K +15,684 +24%
PAG
20
Private Advisor Group
New Jersey
$4.02M +$3.5M +68,302 +670%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.86M +$459K +8,960 +19%
FEG
22
Financial Enhancement Group
Indiana
$2.68M -$81.4K -1,614 -3%
AF
23
Allworth Financial
California
$2.24M -$50K -976 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.96M +$217K +4,240 +12%
SWP
25
Stratos Wealth Partners
Ohio
$1.93M -$15.7K -306 -0.8%
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