WisdomTree US Value Fund
32 hedge funds and large institutions have $38.8M invested in WisdomTree US Value Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.22M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.26M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$2.11M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.18M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$713K |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$569K |
| 2 |
BDF
Balasa Dinverno & Foltz
|
-$154K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$60K |
| 4 |
MCM
Murphy Capital Management
Bedminster,
New Jersey
|
-$37.7K |
| 5 |
AWM
Accel Wealth Management
Waverly,
Iowa
|
-$31.5K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $47K | – | – | – |
|
27
William Blair & Company
Chicago,
Illinois
| $31K | +$22.4K | +375 | +260% |
|
|
AWM
28
Accel Wealth Management
Waverly,
Iowa
| $24K | -$31.5K | -522 | -57% |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $13K | – | – | – |
|
|
QCG
30
Quadrant Capital Group
Cincinnati,
Ohio
| $9K | – | – | – |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $6K | – | – | – |
|
32
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$569K | -9,523 | Closed |
|
|
34
UBS Group
Zurich,
Switzerland
| – | -$60K | -1,007 | Closed |
|