WisdomTree US Value Fund
33 hedge funds and large institutions have $35.8M invested in WisdomTree US Value Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
7
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $27K | +$27K | +572 | New |
|
|
CAAS
27
Capital Asset Advisory Services
Williamston,
Michigan
| $24K | +$24K | +512 | New |
|
|
VCS
28
Vaughan & Co Securities
Ridgewood,
New Jersey
| $19K | +$19K | +400 | New |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | -$425K | -9,174 | -98% |
|
|
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $9.49K | – | – | – |
|
|
LWA
31
Lowe Wealth Advisors
Columbia,
Maryland
| $5K | – | – | – |
|
|
CFGS
32
Concourse Financial Group Securities
Birmingham,
Alabama
| $2K | – | – | – |
|
|
CIM
33
Cambria Investment Management
Manhattan Beach,
California
| – | -$665K | -15,210 | Closed |
|
34
Envestnet Asset Management
Chicago,
Illinois
| – | -$270K | -6,170 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$130K | -2,968 | Closed |
|
36
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$28K | -640 | Closed |
|