WisdomTree US Value Fund
59 hedge funds and large institutions have $125M invested in WisdomTree US Value Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+14
Holders Change %
+31.11%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
19
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$10.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.55M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.54M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.82M |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$1.51M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
IGWM
51
ICA Group Wealth Management
Denver,
Colorado
| $37.1K | +$37.1K | +542 | New |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $34.3K | – | – | – |
|
53
Comerica Bank
Dallas,
Texas
| $25.4K | – | – | – |
|
|
DWMG
54
DB Wealth Management Group
San Diego,
California
| $24.5K | +$24.5K | +358 | New |
|
|
CFD
55
Creative Financial Designs
Kokomo,
Indiana
| $16.3K | +$16.2K | +236 | +11,800% |
|
|
HGERS
56
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $13K | – | – | – |
|
57
William Blair & Company
Chicago,
Illinois
| $9.87K | – | – | – |
|
|
HPC
58
HM Payson & Co
Portland,
Maine
| $6.85K | – | – | – |
|
|
CAS
59
Coppell Advisory Solutions
Coppell,
Texas
| $5.14K | +$5.14K | +75 | New |
|
60
Fidelity Investments
Boston,
Massachusetts
| $69 | +$69 | +1 | New |
|
|
PAG
61
Private Advisor Group
Morristown,
New Jersey
| – | -$2.46M | -39,859 | Closed |
|
62
UBS Group
Zurich,
Switzerland
| – | -$11.6K | -188 | Closed |
|