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WisdomTree US Value Fund
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Overview Fund Activity

59 hedge funds and large institutions have $125M invested in WisdomTree US Value Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+14
Holders Change %
+31.11%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
19
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.1M
2
LPL Financial
LPL Financial
California
+$3.55M
3
AWM
AE Wealth Management
Kansas
+$2.54M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.82M
5
KA
Kovack Advisors
Florida
+$1.51M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$2.46M
2
Stifel Financial
Stifel Financial
Missouri
-$730K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$628K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$323K
5
Corient Private Wealth
Corient Private Wealth
Florida
-$113K
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$454K – – –
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$434K +$434K +6,328 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$422K -$13.2K -193 -3%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$386K +$386K +5,636 New
RFG
30
REAP Financial Group
Texas
$383K +$383K +5,596 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$328K +$328K +4,782 New
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$319K +$319K +4,650 New
OBGC
33
O'Brien Greene & Co
Pennsylvania
$308K – – –
PA
34
Prism Advisors
California
$289K +$289K +4,222 New
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$259K – – –
CJFS
36
Coulter & Justus Financial Services
Tennessee
$255K +$255K +3,717 New
BAM
37
Belpointe Asset Management
Nevada
$226K +$226K +3,303 New
SMC
38
Smith, Moore & Co
Missouri
$212K +$212K +3,100 New
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$212K +3,089 New
Betterment LLC
40
Betterment LLC
New York
$210K -$62.2K -907 -23%
CIM
41
Cambria Investment Management
California
$209K -$62.2K -908 -23%
CIA
42
Concurrent Investment Advisors
Florida
$202K +$202K +2,948 New
AT
43
Avalon Trust
New Mexico
$140K +$140K +2,048 New
PTC
44
Private Trust Company
Ohio
$84.5K -$56.7K -827 -40%
AA
45
Ancora Advisors
Ohio
$58.3K – – –
GWM
46
Geneos Wealth Management
Colorado
$54.8K – – –
TC
47
Tacita Capital
Ontario, Canada
$49K – – –
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$44K +$29.1K +421 +195%
Wells Fargo
49
Wells Fargo
California
$41.5K +$41.5K +605 +60,500%
HNB
50
Huntington National Bank
Ohio
$37.5K – – –
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