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WisdomTree US Value Fund
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Overview Fund Activity

72 hedge funds and large institutions have $217M invested in WisdomTree US Value Fund in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
10
Increased
25
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modern Wealth Management
Kansas
+$5.51M
2
LPL Financial
LPL Financial
California
+$4.81M
3
PA
Prism Advisors
California
+$4.4M
4
RJA
Raymond James & Associates
Florida
+$2.27M
5
WWM
Western Wealth Management
Colorado
+$1.08M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.85M
2
KA
Kovack Advisors
Florida
-$3.79M
3
KAS
Kestra Advisory Services
Texas
-$1.67M
4
Citadel Advisors
Citadel Advisors
Florida
-$422K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$276K
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
51
REAP Financial Group
Texas
$206K -$17.8K -223 -8%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$202K +$202K +2,520 New
PS
53
Principal Securities
Iowa
$167K – – –
PTC
54
Private Trust Company
Ohio
$165K +$72.8K +910 +79%
RI
55
Ridgewood Investments
New Jersey
$93.1K -$8.8K -110 -9%
Comerica Bank
56
Comerica Bank
Texas
$88.9K +$63.5K +794 +250%
AA
57
Ancora Advisors
Ohio
$68K – – –
GWM
58
Geneos Wealth Management
Colorado
$58K – – –
HI
59
Harbour Investments
Wisconsin
$40K – – –
CFD
60
Creative Financial Designs
Indiana
$22.7K – – –
NS
61
NBC Securities
Alabama
$22K +$22K +277 New
US Bancorp
62
US Bancorp
Minnesota
$17.6K – – –
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$17K -$15K -190 -47%
CIAS
64
Capital Investment Advisory Services
North Carolina
$16K +$16K +200 New
HGERS
65
Householder Group Estate & Retirement Specialist
Arizona
$15K – – –
MBFW
66
Morton Brown Family Wealth
Pennsylvania
$13.1K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$11.6K +$5.36K +67 +86%
William Blair & Company
68
William Blair & Company
Illinois
$11.5K – – –
HNB
69
Hilltop National Bank
Wyoming
$11K – – –
HPC
70
HM Payson & Co
Maine
$8K – – –
CAS
71
Coppell Advisory Solutions
Texas
$5.99K – – –
Wells Fargo
72
Wells Fargo
California
$97 – – –
KA
73
Kovack Advisors
Florida
– -$3.79M -51,992 Closed
Citadel Advisors
74
Citadel Advisors
Florida
– -$422K -5,781 Closed
AT
75
Avalon Trust
New Mexico
– -$149K -2,048 Closed
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3
4