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WisdomTree US Value Fund

216 hedge funds and large institutions have $1.99B invested in WisdomTree US Value Fund in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 114 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Ameritas Investment Partners
Nebraska
$15.6M
VVP
27
Venture Visionary Partners
Ohio
$15.6M
FHA
28
Flagship Harbor Advisors
Massachusetts
$14.4M
CPG
29
Cornerstone Planning Group
New Jersey
$14.1M
PAG
30
Private Advisor Group
New Jersey
$14M
JP Morgan Chase
31
JP Morgan Chase
New York
$13.4M
6F
32
626 Financial
Michigan
$13.3M
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$13.2M
CAAS
34
Capital Asset Advisory Services
Michigan
$11.8M
MMH
35
Menora Mivtachim Holdings
Israel
$10.6M
TFG
36
Team Financial Group
California
$9.78M
C
37
Certuity
Florida
$8.74M
RMS
38
Retirement Management Systems
Maryland
$8.57M
MML Investors Services
39
MML Investors Services
Massachusetts
$8.42M
EH
40
Equitable Holdings
New York
$8.2M
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$8.03M
AWM
42
AE Wealth Management
Kansas
$7.62M
UWM
43
USAdvisors Wealth Management
Minnesota
$6.76M
LGW
44
Leslie Global Wealth
Illinois
$6.5M
GWM
45
Geneos Wealth Management
Colorado
$6.17M
CAP
46
Columbia Advisory Partners
Washington
$6.14M
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$5.92M
Jones Financial Companies
48
Jones Financial Companies
Missouri
$5.56M
MWM
49
Modern Wealth Management
Kansas
$5.4M
BCI
50
Brinker Capital Investments
Pennsylvania
$5.18M