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WisdomTree US Value Fund
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Overview Fund Activity

155 hedge funds and large institutions have $1.26B invested in WisdomTree US Value Fund in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
155
Holders Change
+20
Holders Change %
+14.81%
% of All Funds
2.08%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
33
Increased
68
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$154M
2
SAF
2
Smith Anglin Financial
Texas
$96.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$92.4M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$57.6M
5
LPL Financial
5
LPL Financial
California
$173M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$15.3M
2
ARC
2
Advisor Resource Council
Texas
$1.58M
3
AWS
3
Atria Wealth Solutions
New York
$0
4
PA
4
Prism Advisors
California
$17.5M
5
GWM
5
Geneos Wealth Management
Colorado
$4.09M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$173M 2,007,413 +547,689 +38%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$154M 1,780,632 +1,649,376 +1,257%
Raymond James Financial
3
Raymond James Financial
Florida
$98.9M 1,144,700 +451,783 +65%
SAF
4
Smith Anglin Financial
Texas
$96.2M 1,112,973 +1,112,973 New
Osaic Holdings
5
Osaic Holdings
Arizona
$92.4M 1,069,799 +984,366 +1,152%
Morgan Stanley
6
Morgan Stanley
New York
$75.8M 876,853 +149,168 +20%
HighTower Advisors
7
HighTower Advisors
Illinois
$57.6M 666,243 +666,243 New
Lido Advisors
8
Lido Advisors
California
$26.8M 310,304 -12,896 -4%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$26.6M 307,697 +218,785 +246%
SL
10
Systelligence LLC
Minnesota
$19.7M 227,996 +62,840 +38%
AFS
11
Anderson Financial Strategies
Ohio
$19.3M 223,687 +1,176 +0.5%
LFA
12
Legacy Financial Advisors
Kentucky
$19.2M 222,048 +4,748 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$18.7M 216,414 +44,260 +26%
KAS
14
Kestra Advisory Services
Texas
$18.6M 214,975 -13,795 -6%
PA
15
Prism Advisors
California
$17.5M 202,630 -50,643 -20%
Stifel Financial
16
Stifel Financial
Missouri
$15.3M 177,099 -149,709 -46%
OC
17
Oppenheimer & Co
New York
$15.2M 175,971 +175,971 New
OBWG
18
Onyx Bridge Wealth Group
New York
$15.1M 175,247 +175,247 New
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$11.4M 132,039 +128,964 +4,194%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$11.3M 131,104 +28,836 +28%
Mariner
21
Mariner
Kansas
$11.2M 129,687 +129,687 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$11.2M 129,660 +8,439 +7%
FHA
23
Flagship Harbor Advisors
Massachusetts
$11.2M 129,226 +23,828 +23%
CAAS
24
Capital Asset Advisory Services
Michigan
$10.4M 119,903 +119,903 New
AWM
25
Axxcess Wealth Management
California
$10.4M 120,146 +120,146 New
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