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WisdomTree US Value Fund
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Overview Fund Activity

69 hedge funds and large institutions have $200M invested in WisdomTree US Value Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
21
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
Prism Advisors
California
+$14.4M
2
LPL Financial
LPL Financial
California
+$7.15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.68M
4
BCI
Brinker Capital Investments
Pennsylvania
+$3.19M
5
OPS
Orion Portfolio Solutions
Nebraska
+$3.19M

Top Sellers

1
RW
RVW Wealth
California
-$1.25M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.06M
3
MAV
Mason & Associates (Virginia)
Virginia
-$788K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$636K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$560K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
51
Private Trust Company
Ohio
$84.3K – – –
AA
52
Ancora Advisors
Ohio
$62K – – –
GWM
53
Geneos Wealth Management
Colorado
$52.9K -$5.47K -75 -9%
HI
54
Harbour Investments
Wisconsin
$36.5K – – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$30K +$14K +190 +88%
Comerica Bank
56
Comerica Bank
Texas
$23.1K -$1.83K -25 -7%
CFD
57
Creative Financial Designs
Indiana
$20.7K +$365 +5 +2%
US Bancorp
58
US Bancorp
Minnesota
$16.1K – – –
HGERS
59
Householder Group Estate & Retirement Specialist
Arizona
$14K – – –
MBFW
60
Morton Brown Family Wealth
Pennsylvania
$12.3K – – –
William Blair & Company
61
William Blair & Company
Illinois
$10.5K – – –
HNB
62
Hilltop National Bank
Wyoming
$10.1K – – –
IGWM
63
ICA Group Wealth Management
Colorado
$8.98K -$30.6K -419 -77%
HPC
64
HM Payson & Co
Maine
$7.3K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$5.69K +$5.69K +78 New
CAS
66
Coppell Advisory Solutions
Texas
$5.47K +$5.47K +75 New
GI
67
Gradient Investments
Minnesota
$3.94K +$3.94K +54 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$219 +$219 +3 New
Wells Fargo
69
Wells Fargo
California
$47 +$47 +1 New
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
– -$1.06M -14,071 Closed
MAV
71
Mason & Associates (Virginia)
Virginia
– -$788K -10,423 Closed
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
– -$300K -3,970 Closed
BAM
73
Belpointe Asset Management
Nevada
– -$252K -3,332 Closed
AWS
74
Atria Wealth Solutions
New York
– -$206K -2,725 Closed
ACA
75
Aptus Capital Advisors
Alabama
– -$5.67K -75 Closed
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