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WisdomTree US Value Fund
WTV

70 hedge funds and large institutions have $201M invested in WisdomTree US Value Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

20% more capital invested

Capital invested by funds: $168M → $201M (+$33.4M)

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

6% more funds holding

Funds holding: 66 → 70 (+4)

3.26% more ownership

Funds ownership: 60.85% → 64.1% (+3.3%)

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.01%
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
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PA
Prism Advisors
California
+$14.5M
2
LPL Financial
LPL Financial
California
+$7.17M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.69M
4
BCI
Brinker Capital Investments
Pennsylvania
+$3.2M
5
OPS
Orion Portfolio Solutions
Nebraska
+$3.2M

Top Sellers

Rank Fund Capital Flow
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
-$638K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$562K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.3M -$505K -6,901 -28%
SWP
27
Stratos Wealth Partners
Ohio
$1.11M +$44.7K +610 +4%
ATPW
28
Ashton Thomas Private Wealth
Arizona
$1.07M +$169K +2,311 +19%
FAIM
29
Financial Advocates Investment Management
Washington
$1.02M -$341K -4,658 -25%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$814K +$256K +3,499 +46%
FCMA
31
Foresight Capital Management Advisors
Michigan
$747K -$13.8K -189 -2%
RW
32
RVW Wealth
California
$722K -$1.25M -17,126 -63%
GLA
33
Good Life Advisors
Pennsylvania
$672K +$7.32K +100 +1%
CCM
34
Carlson Capital Management
Minnesota
$525K -$30.9K -422 -6%
Prudential Financial
35
Prudential Financial
New Jersey
$482K -$103K -1,401 -17%
PGFC
36
Peapack-Gladstone Financial Corp
New Jersey
$480K -$3.66K -50 -0.8%
Citadel Advisors
37
Citadel Advisors
Florida
$422K +$423K +5,781 New
LI
38
LRI Investments
Florida
$397K – – –
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$372K +$878 +12 +0.2%
WBG
40
Wharton Business Group
Pennsylvania
$357K – – –
OBGC
41
O'Brien Greene & Co
Pennsylvania
$336K – – –
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$273K – – –
SMC
43
Smith, Moore & Co
Missouri
$226K – – –
Betterment LLC
44
Betterment LLC
New York
$223K -$5.78K -79 -3%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$217K -$8.64K -118 -4%
CIA
46
Concurrent Investment Advisors
Florida
$215K – – –
CIM
47
Cambria Investment Management
California
$210K -$11K -150 -5%
RFG
48
REAP Financial Group
Texas
$204K -$93.8K -1,281 -31%
PS
49
Principal Securities
Iowa
$152K +$10.1K +138 +7%
AT
50
Avalon Trust
New Mexico
$149K – – –
1
2
3 4

WTV Hedge Fund Activity: Q2 2024 in Review

70 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q2 2024, worth a combined $201M — up 20% from $168M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WTV positions and 6 closed out — a net gain of 6 holders — while 22 added to existing stakes and 20 trimmed.

The largest buyer was Prism Advisors, opening a new position worth an estimated $14.5M. The largest seller was RVW Wealth, cutting an estimated $1.25M.

  • 70 institutional investors held WisdomTree US Value Fund (WTV) as of Q2 2024, up from 66 in Q1 2024.
  • Funds reported $201M of WisdomTree US Value Fund stock for Q2 2024, up 20% quarter-over-quarter.
  • 12 funds opened new WisdomTree US Value Fund positions in Q2 2024 and 6 closed out, a net change of +6 holders.
  • The largest WisdomTree US Value Fund buyer in Q2 2024 was Prism Advisors, an estimated $14.5M added.
  • The largest WisdomTree US Value Fund seller in Q2 2024 was RVW Wealth, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2024.