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WisdomTree US Value Fund
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
15
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$15.3M
2
LPL Financial
LPL Financial
California
+$8.41M
3
WWM
WJ Wealth Management
Arizona
+$7.49M
4
CCM
Carlson Capital Management
Minnesota
+$2.06M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$808K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.23M
2
FTUS
Flow Traders U.S.
New York
-$684K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$400K
4
DAS
Dynamic Advisor Solutions
Arizona
-$234K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$230K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$231K +$762 +13 +0.3%
VBFP
27
Valtinson Bruner Financial Planning
Minnesota
$223K -$19.4K -331 -8%
Betterment LLC
28
Betterment LLC
New York
$202K -$14.2K -241 -7%
CIM
29
Cambria Investment Management
California
$201K -$14.1K -241 -7%
UBS Group
30
UBS Group
Switzerland
$128K -$51.5K -878 -29%
PTC
31
Private Trust Company
Ohio
$97K -$1.64K -28 -2%
BAM
32
Belpointe Asset Management
Nevada
$95K +$42K +716 +79%
RI
33
Ridgewood Investments
New Jersey
$74.7K +$74.7K +1,274 New
AWM
34
Accel Wealth Management
Iowa
$53.9K – – –
AA
35
Ancora Advisors
Ohio
$49.8K – – –
GWM
36
Geneos Wealth Management
Colorado
$46.9K – – –
TC
37
Tacita Capital
Ontario, Canada
$42K -$15K -255 -26%
IGWM
38
ICA Group Wealth Management
Colorado
$23.9K +$762 +13 +3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$23K +$10K +167 +77%
HGERS
40
Householder Group Estate & Retirement Specialist
Arizona
$11K +$11K +194 New
William Blair & Company
41
William Blair & Company
Illinois
$8.44K – – –
HI
42
Harbour Investments
Wisconsin
$5.86K – – –
HPC
43
HM Payson & Co
Maine
$5.86K +$5.86K +100 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.15K +$69 +1,176 +6%
CFD
45
Creative Financial Designs
Indiana
$117 – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$59 +$59 +1 New
FTUS
47
Flow Traders U.S.
New York
– -$684K -11,994 Closed
DAS
48
Dynamic Advisor Solutions
Arizona
– -$234K -4,112 Closed
NA
49
NewEdge Advisors
Louisiana
– -$88.3K -1,548 Closed
Citigroup
50
Citigroup
New York
– -$12.6K -221 Closed
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