WisdomTree US Value Fund
44 hedge funds and large institutions have $59.8M invested in WisdomTree US Value Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
13% more funds holding
Funds holding: 39 → 44 (+5)
0.72% less ownership
Funds ownership: 60.75% → 60.03% (-0.72%)
14% less capital invested
Capital invested by funds: $69.6M → $59.8M (-$9.74M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.79M |
| 2 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
+$1.72M |
| 3 |
LPL Financial
San Diego,
California
|
+$821K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$521K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.05M |
| 2 |
GAM
Garrison Asset Management
Fayetteville,
Arkansas
|
-$925K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$567K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$197K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$179K |
WTV Hedge Fund Activity: Q2 2022 in Review
44 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q2 2022, worth a combined $59.8M — down 14% from $69.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WTV positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.79M. The largest seller was Osaic Holdings, cutting an estimated $4.05M.
- 44 institutional investors held WisdomTree US Value Fund (WTV) as of Q2 2022, up from 39 in Q1 2022.
- Funds reported $59.8M of WisdomTree US Value Fund stock for Q2 2022, down 14% quarter-over-quarter.
- 8 funds opened new WisdomTree US Value Fund positions in Q2 2022 and 3 closed out, a net change of +5 holders.
- The largest WisdomTree US Value Fund buyer in Q2 2022 was Morgan Stanley, an estimated $1.79M added.
- The largest WisdomTree US Value Fund seller in Q2 2022 was Osaic Holdings, an estimated $4.05M sold.
Based on aggregated 13F filings for Q2 2022.