WisdomTree US Value Fund
43 hedge funds and large institutions have $62.4M invested in WisdomTree US Value Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
16% more funds holding
Funds holding: 37 → 43 (+6)
5% more capital invested
Capital invested by funds: $59.5M → $62.4M (+$2.91M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.9% less ownership
Funds ownership: 60.99% → 53.09% (-7.9%)
40% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$723K |
| 3 |
Morgan Stanley
New York
|
+$329K |
| 4 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$273K |
| 5 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$236K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$3.15M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.33M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$764K |
| 4 |
OBGC
O'Brien Greene & Co
Media,
Pennsylvania
|
-$512K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$334K |
WTV Hedge Fund Activity: Q4 2022 in Review
43 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q4 2022, worth a combined $62.4M — up 4.9% from $59.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WTV positions and 3 closed out — a net gain of 7 holders — while 9 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.9M. The largest seller was Carlson Capital Management, cutting an estimated $3.15M.
- 43 institutional investors held WisdomTree US Value Fund (WTV) as of Q4 2022, up from 37 in Q3 2022.
- Funds reported $62.4M of WisdomTree US Value Fund stock for Q4 2022, up 4.9% quarter-over-quarter.
- 10 funds opened new WisdomTree US Value Fund positions in Q4 2022 and 3 closed out, a net change of +7 holders.
- The largest WisdomTree US Value Fund buyer in Q4 2022 was LPL Financial, an estimated $2.9M added.
- The largest WisdomTree US Value Fund seller in Q4 2022 was Carlson Capital Management, an estimated $3.15M sold.
Based on aggregated 13F filings for Q4 2022.