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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
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
Name Holding Trade Value Shares
Change
Shares
Change %
P
76
&Partners
Tennessee
$216K +$216K +2,589 New
UAG
77
United Advisor Group
Ohio
$208K +$208K +2,484 New
RCAG
78
Rehmann Capital Advisory Group
Michigan
$200K +$200K +2,388 New
RFG
79
REAP Financial Group
Texas
$163K -$52.4K -627 -24%
Comerica Bank
80
Comerica Bank
Texas
$98K +$5.1K +61 +5%
RI
81
Ridgewood Investments
New Jersey
$97.3K
AA
82
Ancora Advisors
Ohio
$71K
GWM
83
Geneos Wealth Management
Colorado
$60.6K
SIS
84
Sound Income Strategies
Florida
$50K +$50K +598 New
HI
85
Harbour Investments
Wisconsin
$48.4K +$6.6K +79 +16%
OP
86
ORG Partners
Indiana
$38.7K +$38.7K +463 New
SIM
87
Synergy Investment Management
Florida
$26.6K +$26.6K +318 New
CFD
88
Creative Financial Designs
Indiana
$23.7K
US Bancorp
89
US Bancorp
Minnesota
$18.4K
CIAS
90
Capital Investment Advisory Services
North Carolina
$16.7K
HGERS
91
Householder Group Estate & Retirement Specialist
Arizona
$16K
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$15.8K +$15.8K +189 New
MBFW
93
Morton Brown Family Wealth
Pennsylvania
$13.7K
William Blair & Company
94
William Blair & Company
Illinois
$12K
AG
95
AmeriFlex Group
Nevada
$11.6K +$11.6K +134 New
HNB
96
Hilltop National Bank
Wyoming
$11.5K
HPC
97
HM Payson & Co
Maine
$8.36K
CAS
98
Coppell Advisory Solutions
Texas
$6.24K
AF
99
Allworth Financial
California
$4.52K +$4.52K +52 New
Fidelity Investments
100
Fidelity Investments
Massachusetts
$84 +$84 +1 New