WTV icon

WisdomTree US Value Fund
WTV

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
13
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.63M
2
CCM
Carlson Capital Management
Minnesota
+$1.57M
3
LPL Financial
LPL Financial
California
+$746K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$474K
5
Citadel Advisors
Citadel Advisors
Florida
+$290K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.68M
2
GAM
Garrison Asset Management
Arkansas
-$925K
3
DAS
Dynamic Advisor Solutions
Arizona
-$515K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$197K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$162K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
26
Cambria Investment Management
California
$202K +$21.2K +400 +12%
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$172K +$11.7K +220 +7%
Wells Fargo
28
Wells Fargo
California
$80K – – –
TC
29
Tacita Capital
Ontario, Canada
$51K – – –
AWM
30
Accel Wealth Management
Iowa
$50K – – –
AA
31
Ancora Advisors
Ohio
$45K – – –
GWM
32
Geneos Wealth Management
Colorado
$43K – – –
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$36K +$214 +4 +0.6%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$30K +$30K +574 New
William Blair & Company
35
William Blair & Company
Illinois
$28K – – –
UBS Group
36
UBS Group
Switzerland
$27K -$73K -1,398 -73%
Citigroup
37
Citigroup
New York
$24K -$20.3K -382 -46%
MA
38
MUFG Americas
New York
$21K +$21K +394 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$11K – – –
HI
40
Harbour Investments
Wisconsin
$5K +$5K +100 New
CA
41
CoreCap Advisors
Michigan
$1K +$1K +16 New
GAM
42
Garrison Asset Management
Arkansas
– -$925K -9,341 Closed
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
– -$197K -3,200 Closed
SPIA
44
Steward Partners Investment Advisory
New York
– -$3K -50 Closed
1
2