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WisdomTree US Value Fund
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Overview Fund Activity

69 hedge funds and large institutions have $200M invested in WisdomTree US Value Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
21
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
Prism Advisors
California
+$14.4M
2
LPL Financial
LPL Financial
California
+$7.15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.68M
4
BCI
Brinker Capital Investments
Pennsylvania
+$3.19M
5
OPS
Orion Portfolio Solutions
Nebraska
+$3.19M

Top Sellers

1
RW
RVW Wealth
California
-$1.25M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.06M
3
MAV
Mason & Associates (Virginia)
Virginia
-$788K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$636K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$560K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$1.11M +$44.5K +610 +4%
ATPW
27
Ashton Thomas Private Wealth
Arizona
$1.07M +$169K +2,311 +19%
FAIM
28
Financial Advocates Investment Management
Washington
$1.02M -$340K -4,658 -25%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$814K +$255K +3,499 +46%
FCMA
30
Foresight Capital Management Advisors
Michigan
$747K -$13.8K -189 -2%
RW
31
RVW Wealth
California
$722K -$1.25M -17,126 -63%
GLA
32
Good Life Advisors
Pennsylvania
$672K +$7.3K +100 +1%
CCM
33
Carlson Capital Management
Minnesota
$525K -$30.8K -422 -6%
Prudential Financial
34
Prudential Financial
New Jersey
$482K -$102K -1,401 -17%
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$480K -$3.65K -50 -0.8%
Citadel Advisors
36
Citadel Advisors
Florida
$422K +$422K +5,781 New
LI
37
LRI Investments
Florida
$397K – – –
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$372K +$876 +12 +0.2%
WBG
39
Wharton Business Group
Pennsylvania
$357K – – –
OBGC
40
O'Brien Greene & Co
Pennsylvania
$336K – – –
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$273K – – –
SMC
42
Smith, Moore & Co
Missouri
$226K – – –
Betterment LLC
43
Betterment LLC
New York
$223K -$5.77K -79 -3%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$217K -$8.61K -118 -4%
CIA
45
Concurrent Investment Advisors
Florida
$215K – – –
CIM
46
Cambria Investment Management
California
$210K -$10.9K -150 -5%
RFG
47
REAP Financial Group
Texas
$204K -$93.5K -1,281 -31%
PS
48
Principal Securities
Iowa
$152K +$10.1K +138 +7%
AT
49
Avalon Trust
New Mexico
$149K – – –
RI
50
Ridgewood Investments
New Jersey
$93K +$93K +1,274 New
1
2
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