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WisdomTree US Value Fund
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Overview Fund Activity

100 hedge funds and large institutions have $573M invested in WisdomTree US Value Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+28
Holders Change %
+38.89%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
35
Increased
29
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
Horizon Wealth Management
Illinois
+$27.8M
2
LPL Financial
LPL Financial
California
+$22.8M
3
Lido Advisors
Lido Advisors
California
+$15M
4
GRP
Global Retirement Partners
California
+$5.52M
5
FHA
Flagship Harbor Advisors
Massachusetts
+$5.48M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$3.58M
2
WWM
Western Wealth Management
Colorado
-$1.08M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.07M
4
Prudential Financial
Prudential Financial
New Jersey
-$779K
5
MWM
Modern Wealth Management
Kansas
-$554K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$3.79M +$326K +3,899 +9%
Stifel Financial
27
Stifel Financial
Missouri
$3.65M -$22.3K -267 -0.6%
NP
28
Nilsine Partners
Colorado
$2.89M +$2.89M +34,623 New
MML Investors Services
29
MML Investors Services
Massachusetts
$2.69M +$2.69M +32,195 New
PWM
30
PMG Wealth Management
Illinois
$2.61M +$2.61M +31,252 New
FTS
31
Fifth Third Securities
Ohio
$1.91M -$11.5K -138 -0.6%
SWP
32
Stratos Wealth Partners
Ohio
$1.66M +$152K +1,824 +10%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.53M +$102K +1,218 +7%
TWP
34
Tempus Wealth Planning
California
$1.52M +$1.52M +18,135 New
EH
35
Equitable Holdings
New York
$1.5M -$353K -4,224 -19%
ATPW
36
Ashton Thomas Private Wealth
Arizona
$1.39M +$112K +1,334 +9%
VA
37
Valmark Advisers
Ohio
$1.36M +$1.36M +16,269 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$1.15M +$170K +2,030 +17%
FAIM
39
Financial Advocates Investment Management
Washington
$929K -$181K -2,167 -16%
FCMA
40
Foresight Capital Management Advisors
Michigan
$909K -$82.5K -987 -8%
M
41
MATAURO
New York
$838K +$838K +10,026 New
RW
42
RVW Wealth
California
$801K -$22K -263 -3%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$767K +$767K +9,182 New
GLA
44
Good Life Advisors
Pennsylvania
$751K -$17.4K -208 -2%
OC
45
Optima Capital
Oregon
$553K +$553K +6,614 New
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$524K -$25.1K -300 -5%
CCM
47
Carlson Capital Management
Minnesota
$517K -$11.4K -136 -2%
TFS
48
Thoroughbred Financial Services
Tennessee
$508K +$508K +6,086 New
HCM
49
Hollencrest Capital Management
California
$501K +$501K +6,000 New
PAG
50
Private Advisor Group
New Jersey
$461K +$461K +5,512 New
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