WisdomTree US Value Fund
46 hedge funds and large institutions have $92.3M invested in WisdomTree US Value Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
48% more capital invested
Capital invested by funds: $62.4M → $92.3M (+$29.9M)
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
11.14% more ownership
Funds ownership: 53.09% → 64.23% (+11%)
7% more funds holding
Funds holding: 43 → 46 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$15.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.62M |
| 3 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$7.68M |
| 4 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
+$2.12M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$829K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.37M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$684K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$410K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$236K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$234K |
WTV Hedge Fund Activity: Q1 2023 in Review
46 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q1 2023, worth a combined $92.3M — up 48% from $62.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WTV positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 13 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $15.7M. The largest seller was Morgan Stanley, cutting an estimated $5.37M.
- 46 institutional investors held WisdomTree US Value Fund (WTV) as of Q1 2023, up from 43 in Q4 2022.
- Funds reported $92.3M of WisdomTree US Value Fund stock for Q1 2023, up 48% quarter-over-quarter.
- 8 funds opened new WisdomTree US Value Fund positions in Q1 2023 and 5 closed out, a net change of +3 holders.
- The largest WisdomTree US Value Fund buyer in Q1 2023 was Kestra Advisory Services, an estimated $15.7M added.
- The largest WisdomTree US Value Fund seller in Q1 2023 was Morgan Stanley, an estimated $5.37M sold.
Based on aggregated 13F filings for Q1 2023.