WisdomTree US Value Fund
70 hedge funds and large institutions have $201M invested in WisdomTree US Value Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
20% more capital invested
Capital invested by funds: $168M → $201M (+$33.4M)
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
6% more funds holding
Funds holding: 66 → 70 (+4)
3.26% more ownership
Funds ownership: 60.85% → 64.1% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Prism Advisors
Studio City,
California
|
+$14.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.17M |
| 3 |
JP Morgan Chase
New York
|
+$3.69M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.2M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
RVW Wealth
Los Angeles,
California
|
-$1.25M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.06M |
| 3 |
MAV
Mason & Associates (Virginia)
Newport News,
Virginia
|
-$788K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$638K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$562K |
WTV Hedge Fund Activity: Q2 2024 in Review
70 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q2 2024, worth a combined $201M — up 20% from $168M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new WTV positions and 6 closed out — a net gain of 6 holders — while 22 added to existing stakes and 20 trimmed.
The largest buyer was Prism Advisors, opening a new position worth an estimated $14.5M. The largest seller was RVW Wealth, cutting an estimated $1.25M.
- 70 institutional investors held WisdomTree US Value Fund (WTV) as of Q2 2024, up from 66 in Q1 2024.
- Funds reported $201M of WisdomTree US Value Fund stock for Q2 2024, up 20% quarter-over-quarter.
- 12 funds opened new WisdomTree US Value Fund positions in Q2 2024 and 6 closed out, a net change of +6 holders.
- The largest WisdomTree US Value Fund buyer in Q2 2024 was Prism Advisors, an estimated $14.5M added.
- The largest WisdomTree US Value Fund seller in Q2 2024 was RVW Wealth, an estimated $1.25M sold.
Based on aggregated 13F filings for Q2 2024.