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WisdomTree US Value Fund
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Overview Fund Activity

37 hedge funds and large institutions have $59.5M invested in WisdomTree US Value Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-7
Holders Change %
-15.91%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
3
Increased
11
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
Carlson Capital Management
Minnesota
+$3.16M
2
GVAG
Great Valley Advisor Group
Delaware
+$764K
3
OBGC
O'Brien Greene & Co
Pennsylvania
+$459K
4
PGFC
Peapack-Gladstone Financial Corp
New Jersey
+$350K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$212K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.19M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$293K
3
Citadel Advisors
Citadel Advisors
Florida
-$290K
4
LPL Financial
LPL Financial
California
-$227K
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$205K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$54K +$27.6K +540 +104%
AWM
27
Accel Wealth Management
Iowa
$50K – – –
TC
28
Tacita Capital
Ontario, Canada
$50K – – –
AA
29
Ancora Advisors
Ohio
$43K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$42K +$30.9K +598 +277%
GWM
31
Geneos Wealth Management
Colorado
$40K – – –
William Blair & Company
32
William Blair & Company
Illinois
$26K – – –
Citigroup
33
Citigroup
New York
$22K -$1.13K -22 -5%
MA
34
MUFG Americas
New York
$20K – – –
HGERS
35
Householder Group Estate & Retirement Specialist
Arizona
$9K +$9K +194 New
HI
36
Harbour Investments
Wisconsin
$5K – – –
Citadel Advisors
37
Citadel Advisors
Florida
– -$290K -5,463 Closed
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
– -$205K -3,877 Closed
CIM
39
Cambria Investment Management
California
– -$202K -3,811 Closed
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
– -$172K -3,243 Closed
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
– -$36K -672 Closed
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
– -$30K -574 Closed
CA
43
CoreCap Advisors
Michigan
– -$1K -16 Closed
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