WTV icon

WisdomTree US Value Fund
WTV

Overview Fund Activity

157 hedge funds and large institutions have $1.26B invested in WisdomTree US Value Fund in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+22
Holders Change %
+16.3%
% of All Funds
2.11%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
33
Increased
68
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$154M
2
SAF
Smith Anglin Financial
Texas
$96.2M
3
Osaic Holdings
Osaic Holdings
Arizona
$92.4M
4
HighTower Advisors
HighTower Advisors
Illinois
$57.6M
5
LPL Financial
LPL Financial
California
$173M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$15.3M
2
ARC
Advisor Resource Council
Texas
$1.58M
3
AWS
Atria Wealth Solutions
New York
$0
4
PA
Prism Advisors
California
$17.5M
5
GWM
Geneos Wealth Management
Colorado
$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
51
Bowman & Company
Wisconsin
$3.09M +$3.09M +35,729 New
PWM
52
PMG Wealth Management
Illinois
$3.03M +$331K +3,827 +12%
EH
53
Equitable Holdings
New York
$2.91M +$914K +10,575 +46%
NP
54
Nilsine Partners
Colorado
$2.83M -$779K -9,019 -22%
CFG
55
Cooper Financial Group
California
$2.65M +$2.65M +30,645 New
NS
56
NBC Securities
Alabama
$2.6M +$75.6K +875 +3%
ATPW
57
Ashton Thomas Private Wealth
Arizona
$2.28M -$91.5K -1,059 -4%
CGH
58
Crossmark Global Holdings
Texas
$2.23M – – –
AAS
59
Avantax Advisory Services
Texas
$2.19M +$2.19M +25,351 New
BCA
60
Bay Capital Advisors
Virginia
$1.79M +$1.79M +20,713 New
Goldman Sachs
61
Goldman Sachs
New York
$1.72M +$1.29M +14,907 +301%
ARC
62
Advisor Resource Council
Texas
$1.58M -$6.56M -75,941 -81%
VA
63
Valmark Advisers
Ohio
$1.38M -$2.07K -24 -0.2%
HI
64
Harbour Investments
Wisconsin
$1.37M +$101K +1,164 +8%
VR
65
Valued Retirements
Texas
$1.28M +$1.28M +14,785 New
AWA
66
Arkadios Wealth Advisors
Georgia
$1.22M +$744K +8,614 +156%
SWIA
67
Solano Wealth Investment Advisors
California
$1.18M -$872K -10,090 -42%
RA
68
RFG Advisory
Alabama
$1.17M +$127K +1,466 +12%
IA
69
IFP Advisors
Florida
$1.1M +$710K +8,214 +182%
FTS
70
Fifth Third Securities
Ohio
$1.06M -$830K -9,612 -44%
AA
71
Armis Advisers
Georgia
$1.03M -$252K -2,921 -20%
TFS
72
Thoroughbred Financial Services
Tennessee
$1.02M +$496K +5,747 +94%
SPC
73
Sigma Planning Corp
Michigan
$976K +$584K +6,765 +149%
M
74
MATAURO
New York
$932K +$16.2K +187 +2%
GLA
75
Good Life Advisors
Pennsylvania
$921K +$134K +1,550 +17%
1 2
3
4 5