WisdomTree US Value Fund
26 hedge funds and large institutions have $51.8M invested in WisdomTree US Value Fund in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 2 closing their positions.
7% more capital invested
Capital invested by funds: $48.5M → $51.8M (+$3.26M)
3.57% more ownership
Funds ownership: 172.45% → 176.03% (+3.6%)
4% less funds holding
Funds holding: 27 → 26 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.03M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$275K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$81K |
| 4 |
Morgan Stanley
New York
|
+$78.3K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$33.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$908K |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$235K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$80.4K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$56K |
| 5 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$24.2K |
WTV Hedge Fund Activity: Q3 2020 in Review
26 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q3 2020, worth a combined $51.8M — up 6.7% from $48.5M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WTV and 1 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 6 added.
The largest buyer was Susquehanna International Group, adding an estimated $2.03M. The largest seller was LPL Financial, cutting an estimated $908K.
- 26 institutional investors held WisdomTree US Value Fund (WTV) as of Q3 2020, down from 27 in Q2 2020.
- Funds reported $51.8M of WisdomTree US Value Fund stock for Q3 2020, up 6.7% quarter-over-quarter.
- 1 fund opened new WisdomTree US Value Fund positions in Q3 2020 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree US Value Fund buyer in Q3 2020 was Susquehanna International Group, an estimated $2.03M added.
- The largest WisdomTree US Value Fund seller in Q3 2020 was LPL Financial, an estimated $908K sold.
Based on aggregated 13F filings for Q3 2020.