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WisdomTree US Value Fund
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Overview Fund Activity

27 hedge funds and large institutions have $48.5M invested in WisdomTree US Value Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
9
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.43M
2
LPL Financial
LPL Financial
California
+$1.13M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$425K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$220K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$201K

Top Sellers

1
PWS
Private Wealth Strategies
Ohio
-$8.67M
2
RW
RVW Wealth
California
-$7.09M
3
VFA
Voya Financial Advisors
Connecticut
-$610K
4
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$88.7K
5
MCM
Murphy Capital Management
New Jersey
-$71.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$9K +$9K +222 New
PWS
27
Private Wealth Strategies
Ohio
– -$8.67M -268,222 Closed
VFA
28
Voya Financial Advisors
Connecticut
– -$610K -18,424 Closed
AA
29
Ancora Advisors
Ohio
– -$28K -850 Closed
VCS
30
Vaughan & Co Securities
New Jersey
– -$12.9K -400 Closed
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