WisdomTree US Value Fund
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.74% more ownership
Funds ownership: 60.85% → 63.58% (+2.7%)
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
Holders
69
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$14.4M | |
| 2 | +$7.15M | |
| 3 | +$3.68M | |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$3.19M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.19M |
Top Sellers
| 1 | -$1.25M | |
| 2 | -$1.06M | |
| 3 | -$788K | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$636K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$560K |