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WisdomTree US Value Fund
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Overview Fund Activity

72 hedge funds and large institutions have $217M invested in WisdomTree US Value Fund in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
10
Increased
25
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modern Wealth Management
Kansas
+$5.51M
2
LPL Financial
LPL Financial
California
+$4.81M
3
PA
Prism Advisors
California
+$4.4M
4
RJA
Raymond James & Associates
Florida
+$2.27M
5
WWM
Western Wealth Management
Colorado
+$1.08M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.85M
2
KA
Kovack Advisors
Florida
-$3.79M
3
KAS
Kestra Advisory Services
Texas
-$1.67M
4
Citadel Advisors
Citadel Advisors
Florida
-$422K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$276K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.37M -$59.8K -748 -4%
ATPW
27
Ashton Thomas Private Wealth
Arizona
$1.22M +$56K +700 +5%
WWM
28
Western Wealth Management
Colorado
$1.08M +$1.08M +13,523 New
FAIM
29
Financial Advocates Investment Management
Washington
$1.06M -$58.6K -737 -5%
FCMA
30
Foresight Capital Management Advisors
Michigan
$949K +$130K +1,627 +16%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$937K +$44.9K +561 +5%
RW
32
RVW Wealth
California
$788K -$4K -50 -0.5%
Prudential Financial
33
Prudential Financial
New Jersey
$779K +$251K +3,131 +47%
GLA
34
Good Life Advisors
Pennsylvania
$735K -$1.28K -16 -0.2%
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$526K – – –
CCM
36
Carlson Capital Management
Minnesota
$505K -$70.5K -881 -12%
LI
37
LRI Investments
Florida
$468K – – –
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$409K +$960 +12 +0.2%
WBG
39
Wharton Business Group
Pennsylvania
$391K – – –
OBGC
40
O'Brien Greene & Co
Pennsylvania
$368K – – –
AQR Capital Management
41
AQR Capital Management
Connecticut
$360K +$360K +4,498 New
SPC
42
Sigma Planning Corp
Michigan
$320K +$320K +4,003 New
RIA
43
Regal Investment Advisors
Michigan
$305K +$305K +3,812 New
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$302K – – –
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$265K +$26.8K +335 +11%
Betterment LLC
46
Betterment LLC
New York
$245K +$1.04K +13 +0.4%
CIA
47
Concurrent Investment Advisors
Florida
$239K +$2.96K +37 +1%
SMC
48
Smith, Moore & Co
Missouri
$234K -$13.6K -170 -5%
AWS
49
Atria Wealth Solutions
New York
$218K +$218K +2,725 New
CIM
50
Cambria Investment Management
California
$214K -$15.8K -197 -7%
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