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WisdomTree US Multifactor Fund

66 hedge funds and large institutions have $313M invested in WisdomTree US Multifactor Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.31% less ownership

Funds ownership: 81.76%78.45% (-3.3%)

4% less funds holding

Funds holding: 6966 (-3)

6% less capital invested

Capital invested by funds: $334M → $313M (-$21.5M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% 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
8
Increased
22
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$69.9M +$867K +16,867 +1%
Lido Advisors
2
Lido Advisors
California
$40M -$1.44M -28,034 -4%
GVAG
3
Great Valley Advisor Group
Delaware
$29.4M +$1.62M +31,505 +6%
SFG
4
SNS Financial Group
Minnesota
$23M +$925K +17,994 +4%
TFG
5
Team Financial Group
California
$21.2M +$365K +7,105 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$18.8M -$3.25M -63,159 -15%
LPL Financial
7
LPL Financial
California
$12.9M -$6.67M -129,720 -34%
Wells Fargo
8
Wells Fargo
California
$10.9M +$589K +11,469 +6%
AIM
9
Archer Investment Management
Texas
$8.54M +$677K +13,177 +9%
CAP
10
Columbia Advisory Partners
Washington
$8.39M -$51.1K -995 -0.6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.85M +$499K +9,712 +10%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$5.14M +$98.2K +1,910 +2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$5M +$2.04M +39,786 +71%
AI
14
Atria Investments
North Carolina
$4.32M -$1.42M -27,605 -25%
Morgan Stanley
15
Morgan Stanley
New York
$4.3M +$68.9K +1,340 +2%
DFP
16
Defined Financial Planning
California
$4.17M -$1.29M -25,050 -24%
NA
17
NewEdge Advisors
Louisiana
$4.08M -$187K -3,631 -4%
PAG
18
Private Advisor Group
New Jersey
$3.65M -$444K -8,647 -11%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.55M -$211K -4,098 -6%
FEG
20
Financial Enhancement Group
Indiana
$2.92M +$152K +2,953 +6%
AF
21
Allworth Financial
California
$2.18M -$108K -2,095 -5%
CIA
22
Concurrent Investment Advisors
Florida
$1.97M +$40.4K +786 +2%
SWP
23
Stratos Wealth Partners
Ohio
$1.79M -$175K -3,413 -9%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.72M -$269K -5,235 -14%
Two Sigma Investments
25
Two Sigma Investments
New York
$1.56M +$1.53M +29,800 New

USMF Hedge Fund Activity: Q3 2025 in Review

66 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q3 2025, worth a combined $313M — down 6.4% from $334M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of USMF and 8 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 22 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.04M. The largest seller was Systelligence LLC, exiting entirely with an estimated $11.8M sold.

  • 66 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q3 2025, down from 69 in Q2 2025.
  • Funds reported $313M of WisdomTree US Multifactor Fund stock for Q3 2025, down 6.4% quarter-over-quarter.
  • 8 funds opened new WisdomTree US Multifactor Fund positions in Q3 2025 and 10 closed out, a net change of -2 holders.
  • The largest WisdomTree US Multifactor Fund buyer in Q3 2025 was Cetera Investment Advisers, an estimated $2.04M added.
  • The largest WisdomTree US Multifactor Fund seller in Q3 2025 was Systelligence LLC, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2025.