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WisdomTree US Value Fund

216 hedge funds and large institutions have $1.99B invested in WisdomTree US Value Fund in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 114 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
Truist Financial
51
Truist Financial
North Carolina
$5.07M
CI
52
Ceera Investments
Texas
$4.9M
SAM
53
Smartleaf Asset Management
Massachusetts
$4.83M
WWM
54
Western Wealth Management
Colorado
$4.62M
SA
55
Sanctuary Advisors
Indiana
$4.32M
NP
56
Nilsine Partners
Colorado
$4.31M
NS
57
NBC Securities
Alabama
$3.88M
PWM
58
PMG Wealth Management
Illinois
$3.8M
NA
59
NewEdge Advisors
Louisiana
$3.72M
OC
60
Optima Capital
Oregon
$3.62M
SFA
61
Sequoia Financial Advisors
Ohio
$3.5M
VPW
62
Vericrest Private Wealth
Pennsylvania
$3.34M
BCA
63
Bay Capital Advisors
Virginia
$3.27M
ATPW
64
Ashton Thomas Private Wealth
Arizona
$3.09M
SS
65
Sunbelt Securities
Texas
$2.97M
SPI
66
Santori & Peters Inc
Pennsylvania
$2.83M
JWCA
67
J.W. Cole Advisors
Florida
$2.83M
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.82M
SWP
69
Stratos Wealth Partners
Ohio
$2.73M
UAG
70
United Advisor Group
Ohio
$2.68M
CFG
71
Cooper Financial Group
California
$2.67M
KFAS
72
Keating Financial Advisory Services
Kansas
$2.5M
PAG
73
Powers Advisory Group
Illinois
$2.44M
IWC
74
Integrated Wealth Concepts
Massachusetts
$2.39M
FNBSF
75
First National Bank Sioux Falls
South Dakota
$2.17M