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WisdomTree US Value Fund
WTV

Overview Fund Activity

46 hedge funds and large institutions have $92.3M invested in WisdomTree US Value Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
15
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$15.3M
2
LPL Financial
LPL Financial
California
+$8.41M
3
WWM
WJ Wealth Management
Arizona
+$7.49M
4
CCM
Carlson Capital Management
Minnesota
+$2.06M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$808K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.23M
2
FTUS
Flow Traders U.S.
New York
-$684K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$400K
4
DAS
Dynamic Advisor Solutions
Arizona
-$234K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$230K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
– -$1.03K -18 Closed
1 2
3