WTV icon

WisdomTree US Value Fund
WTV

Overview Fund Activity

135 hedge funds and large institutions have $625M invested in WisdomTree US Value Fund in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+35
Holders Change %
+35%
% of All Funds
1.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
46
Increased
50
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$51.8M
2
Morgan Stanley
Morgan Stanley
New York
+$44.8M
3
Raymond James Financial
Raymond James Financial
Florida
+$29.3M
4
Stifel Financial
Stifel Financial
Missouri
+$23.3M
5
SL
Systelligence LLC
Minnesota
+$13.6M

Top Sellers

1
HWM
Horizon Wealth Management
Illinois
-$27.1M
2
SWIA
Solano Wealth Investment Advisors
California
-$6.09M
3
PA
Prism Advisors
California
-$1.18M
4
TWP
Tempus Wealth Planning
California
-$1.15M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGW
26
Leslie Global Wealth
Illinois
$6.44M +$34.9K +425 +0.5%
ARC
27
Advisor Resource Council
Texas
$6.24M +$6.24M +94,179 New
PAG
28
Private Advisor Group
New Jersey
$5.61M +$5.15M +62,719 +1,138%
OC
29
Optima Capital
Oregon
$5.2M +$4.65M +56,619 +856%
MWM
30
Modern Wealth Management
Kansas
$5.14M +$25.7K +313 +0.5%
CIA
31
Concurrent Investment Advisors
Florida
$4.75M +$4.39M +53,469 +1,247%
AWS
32
Atria Wealth Solutions
New York
$4.46M +$4.2M +51,142 +1,618%
SPIA
33
Steward Partners Investment Advisory
New York
$4.36M +$595K +7,243 +16%
SAM
34
Smartleaf Asset Management
Massachusetts
$3.76M +$3.76M +46,257 New
BCI
35
Brinker Capital Investments
Pennsylvania
$3.73M -$1.07K -13 -0%
OPS
36
Orion Portfolio Solutions
Nebraska
$3.73M -$1.07K -13 -0%
IA
37
Insight Advisors
Pennsylvania
$3.57M +$3.57M +43,469 New
NP
38
Nilsine Partners
Colorado
$3.43M +$588K +7,161 +21%
SWP
39
Stratos Wealth Partners
Ohio
$2.97M +$1.34M +16,319 +82%
AI
40
Atria Investments
North Carolina
$2.73M +$2.73M +33,254 New
IA
41
IFG Advisory
Georgia
$2.72M +$2.72M +33,083 New
PWM
42
PMG Wealth Management
Illinois
$2.57M -$2.96K -36 -0.1%
IA
43
Integrity Alliance
Iowa
$2.41M +$2.41M +29,314 New
NS
44
NBC Securities
Alabama
$2.4M +$2.4M +29,243 New
ATPW
45
Ashton Thomas Private Wealth
Arizona
$2.26M +$893K +10,864 +65%
CGH
46
Crossmark Global Holdings
Texas
$2.13M +$2.13M +25,924 New
SWIA
47
Solano Wealth Investment Advisors
California
$1.95M -$6.09M -74,146 -76%
EH
48
Equitable Holdings
New York
$1.9M +$426K +5,179 +29%
FTS
49
Fifth Third Securities
Ohio
$1.79M -$82.4K -1,003 -4%
VA
50
Valmark Advisers
Ohio
$1.31M -$22.8K -278 -2%
1
2
3 4 5