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WisdomTree US Multifactor Fund

74 hedge funds and large institutions have $273M invested in WisdomTree US Multifactor Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 7374 (+1)

3.89% less ownership

Funds ownership: 81.68%77.79% (-3.9%)

11% less capital invested

Capital invested by funds: $306M → $273M (-$33.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

38% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 37

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
7
Increased
23
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$67.3M +$581K +11,396 +0.8%
Lido Advisors
2
Lido Advisors
California
$33.3M -$4.59M -89,946 -12%
GVAG
3
Great Valley Advisor Group
Delaware
$31.5M +$2.42M +47,399 +8%
SFG
4
SNS Financial Group
Minnesota
$22.3M +$654K +12,825 +3%
TFG
5
Team Financial Group
California
$18.1M -$2.54M -49,838 -12%
WLPWM
6
Walled Lake Planning & Wealth Management
Illinois
$17.7M +$18.3M +358,110 New
LPL Financial
7
LPL Financial
California
$11.2M -$2M -39,202 -15%
Wells Fargo
8
Wells Fargo
California
$7.94M -$2.41M -47,180 -23%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$5.12M -$199K -3,911 -4%
EPW
10
Evolve Private Wealth
California
$3.93M +$11.3K +221 +0.3%
AI
11
Atria Investments
North Carolina
$3.79M +$1.02K +20 +0%
Mariner
12
Mariner
Kansas
$3.57M +$3.26K +64 +0.1%
MFG
13
Merit Financial Group
Georgia
$3.25M -$307K -6,019 -8%
NA
14
NewEdge Advisors
Louisiana
$3.07M -$437K -8,560 -12%
Morgan Stanley
15
Morgan Stanley
New York
$2.45M +$564K +11,059 +29%
Raymond James Financial
16
Raymond James Financial
Florida
$2.3M -$13.9M -272,190 -85%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.88M +$1.02M +19,909 +109%
AF
18
Allworth Financial
California
$1.87M -$118K -2,312 -6%
PAG
19
Private Advisor Group
New Jersey
$1.84M -$539K -10,559 -22%
KFAS
20
Keating Financial Advisory Services
Kansas
$1.79M -$2.02M -39,614 -52%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.76M +$1.81M +35,554 New
SWP
22
Stratos Wealth Partners
Ohio
$1.59M -$25.6K -501 -2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.5M -$3.04M -59,549 -66%
KPWS
24
Kestra Private Wealth Services
Texas
$1.45M -$12.7K -249 -0.8%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.4M +$89.5K +1,755 +6%