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WisdomTree US Value Fund
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Overview Fund Activity

100 hedge funds and large institutions have $573M invested in WisdomTree US Value Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+28
Holders Change %
+38.89%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
35
Increased
29
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
Horizon Wealth Management
Illinois
+$27.8M
2
LPL Financial
LPL Financial
California
+$22.8M
3
Lido Advisors
Lido Advisors
California
+$15M
4
GRP
Global Retirement Partners
California
+$5.52M
5
FHA
Flagship Harbor Advisors
Massachusetts
+$5.48M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$3.58M
2
WWM
Western Wealth Management
Colorado
-$1.08M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.07M
4
Prudential Financial
Prudential Financial
New Jersey
-$779K
5
MWM
Modern Wealth Management
Kansas
-$554K
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
51
LRI Investments
Florida
$454K – – –
CPA
52
Cathy Pareto & Associates
Florida
$433K +$433K +5,184 New
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$428K +$919 +11 +0.2%
AC
54
Avant Capital
Louisiana
$421K +$421K +5,037 New
WBG
55
Wharton Business Group
Pennsylvania
$408K – – –
OBGC
56
O'Brien Greene & Co
Pennsylvania
$384K – – –
AQR Capital Management
57
AQR Capital Management
Connecticut
$376K – – –
CIA
58
Concurrent Investment Advisors
Florida
$358K +$109K +1,302 +44%
PS
59
Principal Securities
Iowa
$343K +$169K +2,024 +97%
IWC
60
Integrated Wealth Concepts
Massachusetts
$337K +$337K +4,027 New
RIA
61
Regal Investment Advisors
Michigan
$320K +$1.25K +15 +0.4%
CAG
62
Centerpoint Advisory Group
Kansas
$318K +$318K +3,800 New
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$317K – – –
PTC
64
Private Trust Company
Ohio
$315K +$143K +1,710 +83%
SPC
65
Sigma Planning Corp
Michigan
$315K -$19.6K -234 -6%
SEIA
66
Signature Estate & Investment Advisors
California
$310K +$310K +3,703 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$281K +$269K +3,214 +2,217%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$277K +$84 +1 +0%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$271K +$253K +3,021 +1,399%
AWS
70
Atria Wealth Solutions
New York
$264K +$36.4K +435 +16%
IAA
71
Independent Advisor Alliance
North Carolina
$247K +$247K +2,961 New
SMC
72
Smith, Moore & Co
Missouri
$245K – – –
Betterment LLC
73
Betterment LLC
New York
$244K -$12.5K -149 -5%
CIM
74
Cambria Investment Management
California
$224K +$334 +4 +0.1%
WH
75
Willner & Heller
California
$221K +$221K +2,643 New
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3
4 5