WisdomTree US Value Fund
45 hedge funds and large institutions have $91.9M invested in WisdomTree US Value Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
18% more capital invested
Capital invested by funds: $77.9M → $91.9M (+$14M)
6.29% more ownership
Funds ownership: 53.68% → 59.97% (+6.3%)
5% more funds holding
Funds holding: 43 → 45 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.28M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.87M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.54M |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$1.79M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.86M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.03M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$439K |
| 4 |
Rockefeller Capital Management
New York
|
-$362K |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$340K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RI
51
Ridgewood Investments
Springfield,
New Jersey
| – | -$79.7K | -1,274 | Closed |
|
|
IGWM
52
ICA Group Wealth Management
Denver,
Colorado
| – | -$33.9K | -542 | Closed |
|
|
CAS
53
Coppell Advisory Solutions
Coppell,
Texas
| – | -$4.66K | -75 | Closed |
|
54
Fidelity Investments
Boston,
Massachusetts
| – | -$313 | -5 | Closed |
|
WTV Hedge Fund Activity: Q3 2023 in Review
45 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q3 2023, worth a combined $91.9M — up 18% from $77.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WTV positions and 9 closed out — a net gain of 2 holders — while 15 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.28M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.86M sold.
- 45 institutional investors held WisdomTree US Value Fund (WTV) as of Q3 2023, up from 43 in Q2 2023.
- Funds reported $91.9M of WisdomTree US Value Fund stock for Q3 2023, up 18% quarter-over-quarter.
- 11 funds opened new WisdomTree US Value Fund positions in Q3 2023 and 9 closed out, a net change of +2 holders.
- The largest WisdomTree US Value Fund buyer in Q3 2023 was LPL Financial, an estimated $4.28M added.
- The largest WisdomTree US Value Fund seller in Q3 2023 was Citadel Advisors, an estimated $3.86M sold.
Based on aggregated 13F filings for Q3 2023.