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WisdomTree US Value Fund
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Overview Fund Activity

43 hedge funds and large institutions have $77.9M invested in WisdomTree US Value Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
17
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.59M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$2.94M
3
CAN
Cetera Advisor Networks
California
+$687K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$666K
5
Stifel Financial
Stifel Financial
Missouri
+$379K

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$15.3M
2
WWM
WJ Wealth Management
Arizona
-$7.49M
3
LPL Financial
LPL Financial
California
-$4.47M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$894K
5
DIA
Dana Investment Advisors
Wisconsin
-$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
26
Cambria Investment Management
California
$255K +$41.2K +658 +19%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$247K +$1.19K +19 +0.5%
ATPW
28
Ashton Thomas Private Wealth
Arizona
$231K +$231K +3,690 New
SMC
29
Smith, Moore & Co
Missouri
$200K +$200K +3,198 New
PTC
30
Private Trust Company
Ohio
$107K +$3.57K +57 +3%
RI
31
Ridgewood Investments
New Jersey
$79.7K – – –
AA
32
Ancora Advisors
Ohio
$53.2K – – –
GWM
33
Geneos Wealth Management
Colorado
$50K – – –
TC
34
Tacita Capital
Ontario, Canada
$45K – – –
UBS Group
35
UBS Group
Switzerland
$43.4K -$93.6K -1,496 -68%
IGWM
36
ICA Group Wealth Management
Colorado
$33.9K +$8.45K +135 +33%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$24K – – –
William Blair & Company
38
William Blair & Company
Illinois
$9.01K – – –
HPC
39
HM Payson & Co
Maine
$6.26K – – –
HI
40
Harbour Investments
Wisconsin
$6.26K – – –
CAS
41
Coppell Advisory Solutions
Texas
$4.66K +$4.66K +75 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$313 +$250 +4 +400%
CFD
43
Creative Financial Designs
Indiana
$125 – – –
KAS
44
Kestra Advisory Services
Texas
– -$15.3M -260,751 Closed
WWM
45
WJ Wealth Management
Arizona
– -$7.49M -127,723 Closed
DIA
46
Dana Investment Advisors
Wisconsin
– -$462K -7,885 Closed
VBFP
47
Valtinson Bruner Financial Planning
Minnesota
– -$223K -3,811 Closed
BAM
48
Belpointe Asset Management
Nevada
– -$95K -1,620 Closed
AWM
49
Accel Wealth Management
Iowa
– -$53.9K -920 Closed
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