WTV icon

WisdomTree US Value Fund
WTV

Overview Fund Activity

157 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, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+22
Holders Change %
+16.3%
% of All Funds
2.11%
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
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$15.3M
2
ARC
Advisor Resource Council
Texas
$1.58M
3
AWS
Atria Wealth Solutions
New York
$0
4
PA
Prism Advisors
California
$17.5M
5
GWM
Geneos Wealth Management
Colorado
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
26
Ameritas Investment Partners
Nebraska
$10.3M +$685K +7,929 +7%
TCOT
27
Trust Company of Toledo
Ohio
$10.2M +$10.2M +118,248 New
TFG
28
Team Financial Group
California
$8.86M +$490K +5,666 +6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$8.53M +$1.73M +19,984 +25%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$7.76M -$39.1K -452 -0.5%
MML Investors Services
31
MML Investors Services
Massachusetts
$7.33M -$1.26M -14,526 -15%
AWM
32
AE Wealth Management
Kansas
$7.33M +$257K +2,976 +4%
RA
33
Ruggaard & Associates
Ohio
$7.31M -$489K -5,655 -6%
IA
34
Insight Advisors
Pennsylvania
$7.17M +$3.42M +39,567 +91%
LGW
35
Leslie Global Wealth
Illinois
$6.7M -$70.8K -820 -1%
GRP
36
Global Retirement Partners
California
$6.62M +$6.62M +76,666 New
PAG
37
Private Advisor Group
New Jersey
$6.41M +$515K +5,960 +9%
OC
38
Optima Capital
Oregon
$6.1M +$639K +7,401 +12%
CIA
39
Concurrent Investment Advisors
Florida
$5.71M +$716K +8,290 +14%
MWM
40
Modern Wealth Management
Kansas
$5.69M +$290K +3,362 +5%
BCI
41
Brinker Capital Investments
Pennsylvania
$5.55M +$1.63M +18,878 +42%
UWM
42
USAdvisors Wealth Management
Minnesota
$5.08M +$5.08M +59,008 New
SAM
43
Smartleaf Asset Management
Massachusetts
$4.12M +$146K +1,701 +4%
GWM
44
Geneos Wealth Management
Colorado
$4.09M -$4.27M -49,417 -51%
Truist Financial
45
Truist Financial
North Carolina
$4.07M +$4.07M +47,103 New
SPIA
46
Steward Partners Investment Advisory
New York
$3.79M -$796K -9,210 -17%
CI
47
Ceera Investments
Texas
$3.58M +$2.57M +29,701 +253%
SFA
48
Sequoia Financial Advisors
Ohio
$3.22M +$2.49M +28,765 +338%
IA
49
IFG Advisory
Georgia
$3.18M +$318K +3,675 +11%
SWP
50
Stratos Wealth Partners
Ohio
$3.11M -$11.1K -129 -0.4%
1
2
3 4 5