WisdomTree US Multifactor Fund (USMF)

• Market cap: $365M
• 1 day: 1.27%
• 5 days: -2.29%
• 1 month: -1.41%
• 3 months: 3.98%
• 6 months: 10.14%
• Year to date: 19.69%
• 1 year: 20.78%
• 5 years: 56.10%
• 10 years: 103.19%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

12% more funds holding

Funds holding: 51 [Q2] → 57 (+6) [Q3]

16% less capital invested

Capital invested by funds: $229M [Q2] → $193M (-$36M) [Q3]

19.93% less ownership

Funds ownership: 78.0% [Q2] → 58.07% (-19.93%) [Q3]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q2] → 1 (-1) [Q3]