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WisdomTree US Value Fund

45 hedge funds and large institutions have $91.9M invested in WisdomTree US Value Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
15
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OBGC
26
O'Brien Greene & Co
Pennsylvania
$278K
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$245K +$988 +16 +0.4%
Betterment LLC
28
Betterment LLC
New York
$245K -$7.91K -128 -3%
CIM
29
Cambria Investment Management
California
$244K -$7.91K -128 -3%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$233K +$233K +3,774 New
AC
31
Avant Capital
Louisiana
$227K +$227K +3,676 New
GLA
32
Good Life Advisors
Pennsylvania
$208K +$208K +3,372 New
PTC
33
Private Trust Company
Ohio
$127K +$21.5K +348 +20%
AA
34
Ancora Advisors
Ohio
$52.5K
GWM
35
Geneos Wealth Management
Colorado
$49.4K
TC
36
Tacita Capital
Ontario, Canada
$44.2K
HI
37
Harbour Investments
Wisconsin
$30.9K +$24.7K +400 +400%
Comerica Bank
38
Comerica Bank
Texas
$22.9K +$22.9K +371 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$13K -$10.1K -167 -44%
HGERS
40
Householder Group Estate & Retirement Specialist
Arizona
$12K +$12K +194 New
UBS Group
41
UBS Group
Switzerland
$11.6K -$31.3K -506 -73%
William Blair & Company
42
William Blair & Company
Illinois
$8.9K
HPC
43
HM Payson & Co
Maine
$6.18K
CFD
44
Creative Financial Designs
Indiana
$124
Wells Fargo
45
Wells Fargo
California
$60 -$414K -6,901 -100%
Citadel Advisors
46
Citadel Advisors
Florida
-$3.86M -61,744 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$1.03M -16,539 Closed
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
-$362K -5,786 Closed
MHS
49
M Holdings Securities
Oregon
-$340K -5,434 Closed
SMC
50
Smith, Moore & Co
Missouri
-$200K -3,198 Closed