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WisdomTree US Value Fund
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Overview Fund Activity

39 hedge funds and large institutions have $69.6M invested in WisdomTree US Value Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
10
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
Private Wealth Strategies
Ohio
+$10.1M
2
Morgan Stanley
Morgan Stanley
New York
+$6.24M
3
LPL Financial
LPL Financial
California
+$1.81M
4
DAS
Dynamic Advisor Solutions
Arizona
+$956K
5
GAM
Garrison Asset Management
Arkansas
+$925K

Top Sellers

1
LWAC
Laurel Wealth Advisors (California)
California
-$1.24M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$720K
3
Cerity Partners
Cerity Partners
New York
-$400K
4
Truist Financial
Truist Financial
North Carolina
-$294K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$202K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$186K +$9.41K +153 +5%
UBS Group
27
UBS Group
Switzerland
$118K +$118K +1,914 +191,400%
Wells Fargo
28
Wells Fargo
California
$93K – – –
TC
29
Tacita Capital
Ontario, Canada
$60K -$48.9K -790 -45%
AWM
30
Accel Wealth Management
Iowa
$57K – – –
AA
31
Ancora Advisors
Ohio
$52K – – –
Citigroup
32
Citigroup
New York
$51K -$2.45K -40 -5%
GWM
33
Geneos Wealth Management
Colorado
$49K – – –
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$41K +$184 +3 +0.5%
William Blair & Company
35
William Blair & Company
Illinois
$32K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$13K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$3K – – –
LWAC
38
Laurel Wealth Advisors (California)
California
– -$1.24M -19,544 Closed
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
– -$720K -11,362 Closed
Cerity Partners
40
Cerity Partners
New York
– -$400K -6,314 Closed
Truist Financial
41
Truist Financial
North Carolina
– -$294K -4,645 Closed
US Bancorp
42
US Bancorp
Minnesota
– -$4K -68 Closed
CA
43
CoreCap Advisors
Michigan
– -$1K -16 Closed
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