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WisdomTree US Value Fund
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Overview Fund Activity

135 hedge funds and large institutions have $625M invested in WisdomTree US Value Fund in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+35
Holders Change %
+35%
% of All Funds
1.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
46
Increased
50
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$51.8M
2
Morgan Stanley
Morgan Stanley
New York
+$44.8M
3
Raymond James Financial
Raymond James Financial
Florida
+$29.3M
4
Stifel Financial
Stifel Financial
Missouri
+$23.3M
5
SL
Systelligence LLC
Minnesota
+$13.6M

Top Sellers

1
HWM
Horizon Wealth Management
Illinois
-$27.1M
2
SWIA
Solano Wealth Investment Advisors
California
-$6.09M
3
PA
Prism Advisors
California
-$1.18M
4
TWP
Tempus Wealth Planning
California
-$1.15M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Armis Advisers
Georgia
$1.22M +$1.22M +14,885 New
HI
52
Harbour Investments
Wisconsin
$1.21M +$1.16M +14,138 +2,442%
RA
53
RFG Advisory
Alabama
$993K +$993K +12,090 New
CI
54
Ceera Investments
Texas
$964K +$964K +11,735 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$875K +$121K +1,469 +16%
M
56
MATAURO
New York
$871K +$47.2K +575 +6%
FAIM
57
Financial Advocates Investment Management
Washington
$828K -$85K -1,035 -9%
RW
58
RVW Wealth
California
$787K – – –
GLA
59
Good Life Advisors
Pennsylvania
$748K +$10.3K +125 +1%
PWA
60
PCG Wealth Advisors
Kansas
$743K +$743K +9,048 New
IWC
61
Integrated Wealth Concepts
Massachusetts
$742K +$411K +5,003 +124%
SFA
62
Sequoia Financial Advisors
Ohio
$700K +$700K +8,521 New
WWM
63
Western Wealth Management
Colorado
$630K +$630K +7,663 New
Citadel Advisors
64
Citadel Advisors
Florida
$577K +$577K +7,022 New
SEIA
65
Signature Estate & Investment Advisors
California
$574K +$269K +3,278 +89%
NA
66
NewEdge Advisors
Louisiana
$560K +$560K +6,813 New
BFA
67
Beacon Financial Advisory
Ohio
$556K +$556K +6,770 New
TFS
68
Thoroughbred Financial Services
Tennessee
$500K – – –
PGFC
69
Peapack-Gladstone Financial Corp
New Jersey
$495K -$20.6K -250 -4%
HCM
70
Hollencrest Capital Management
California
$493K – – –
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$478K +$212K +2,581 +80%
LI
72
LRI Investments
Florida
$475K +$28.7K +349 +6%
AWA
73
Arkadios Wealth Advisors
Georgia
$454K +$454K +5,528 New
CPA
74
Cathy Pareto & Associates
Florida
$427K +$739 +9 +0.2%
AC
75
Avant Capital
Louisiana
$425K +$10.8K +132 +3%
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