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WisdomTree US Value Fund

198 hedge funds and large institutions have $1.75B invested in WisdomTree US Value Fund in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$5.11M
Truist Financial
52
Truist Financial
North Carolina
$4.88M
SA
53
Sanctuary Advisors
Indiana
$4.86M
SAM
54
Smartleaf Asset Management
Massachusetts
$4.79M
GWM
55
Geneos Wealth Management
Colorado
$4.58M
NA
56
NewEdge Advisors
Louisiana
$4.33M
KFAS
57
Keating Financial Advisory Services
Kansas
$4.25M
SWP
58
Stratos Wealth Partners
Ohio
$3.79M
PWM
59
PMG Wealth Management
Illinois
$3.6M
OC
60
Optima Capital
Oregon
$3.54M
SFA
61
Sequoia Financial Advisors
Ohio
$3.44M
BC
62
Bowman & Company
Wisconsin
$3.36M
NP
63
Nilsine Partners
Colorado
$3.35M
NS
64
NBC Securities
Alabama
$3.32M
BCA
65
Bay Capital Advisors
Virginia
$2.91M
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$2.84M
ATPW
67
Ashton Thomas Private Wealth
Arizona
$2.84M
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$2.77M
SS
69
Sunbelt Securities
Texas
$2.75M
CFG
70
Cooper Financial Group
California
$2.72M
SPI
71
Santori & Peters Inc
Pennsylvania
$2.71M
C
72
Certuity
Florida
$2.59M
JWCA
73
J.W. Cole Advisors
Florida
$2.5M
WWM
74
Western Wealth Management
Colorado
$2.28M
Jones Financial Companies
75
Jones Financial Companies
Missouri
$2.24M