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WisdomTree US Value Fund

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

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

164% more capital invested

Capital invested by funds: $217M → $573M (+$355M)

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

39% more funds holding

Funds holding: 72100 (+28)

13.13% more ownership

Funds ownership: 60.24%73.38% (+13%)

Holders
100
Holders Change
+28
Holders Change %
+38.89%
% of All Funds
1.32%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LI
51
LRI Investments
Florida
$454K
CPA
52
Cathy Pareto & Associates
Florida
$433K +$437K +5,184 New
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$428K +$927 +11 +0.2%
AC
54
Avant Capital
Louisiana
$421K +$424K +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 +$110K +1,302 +44%
PS
59
Principal Securities
Iowa
$343K +$170K +2,024 +97%
IWC
60
Integrated Wealth Concepts
Massachusetts
$337K +$339K +4,027 New
RIA
61
Regal Investment Advisors
Michigan
$320K +$1.26K +15 +0.4%
CAG
62
Centerpoint Advisory Group
Kansas
$318K +$320K +3,800 New
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$317K
PTC
64
Private Trust Company
Ohio
$315K +$144K +1,710 +83%
SPC
65
Sigma Planning Corp
Michigan
$315K -$19.7K -234 -6%
SEIA
66
Signature Estate & Investment Advisors
California
$310K +$312K +3,703 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$281K +$271K +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 +$254K +3,021 +1,399%
AWS
70
Atria Wealth Solutions
New York
$264K +$36.6K +435 +16%
IAA
71
Independent Advisor Alliance
North Carolina
$247K +$249K +2,961 New
SMC
72
Smith, Moore & Co
Missouri
$245K
Betterment LLC
73
Betterment LLC
New York
$244K -$12.6K -149 -5%
CIM
74
Cambria Investment Management
California
$224K +$337 +4 +0.1%
WH
75
Willner & Heller
California
$221K +$223K +2,643 New

WTV Hedge Fund Activity: Q4 2024 in Review

100 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q4 2024, worth a combined $573M — up 164% from $217M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WTV positions and 5 closed out — a net gain of 30 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was Horizon Wealth Management, opening a new position worth an estimated $28M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $3.58M sold.

  • 100 institutional investors held WisdomTree US Value Fund (WTV) as of Q4 2024, up from 72 in Q3 2024.
  • Funds reported $573M of WisdomTree US Value Fund stock for Q4 2024, up 164% quarter-over-quarter.
  • 35 funds opened new WisdomTree US Value Fund positions in Q4 2024 and 5 closed out, a net change of +30 holders.
  • The largest WisdomTree US Value Fund buyer in Q4 2024 was Horizon Wealth Management, an estimated $28M added.
  • The largest WisdomTree US Value Fund seller in Q4 2024 was Corient Private Wealth, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2024.