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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 %
GIA
76
Gladstone Institutional Advisory
Florida
$408K +$408K +4,965 New
Goldman Sachs
77
Goldman Sachs
New York
$408K +$408K +4,960 New
OBGC
78
O'Brien Greene & Co
Pennsylvania
$403K +$24.7K +300 +7%
WBG
79
Wharton Business Group
Pennsylvania
$401K – – –
CAG
80
Centerpoint Advisory Group
Kansas
$394K +$81.7K +994 +26%
RFG
81
REAP Financial Group
Texas
$389K +$229K +2,793 +144%
UAG
82
United Advisor Group
Ohio
$381K +$177K +2,151 +87%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$380K +$183K +2,232 +93%
SPC
84
Sigma Planning Corp
Michigan
$372K +$62.4K +760 +20%
IA
85
IFP Advisors
Florida
$371K +$371K +4,522 New
AQR Capital Management
86
AQR Capital Management
Connecticut
$370K – – –
WLPWM
87
Walled Lake Planning & Wealth Management
Illinois
$356K +$356K +4,335 New
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$352K -$68.6K -835 -16%
PS
89
Principal Securities
Iowa
$343K – – –
TWP
90
Tempus Wealth Planning
California
$340K -$1.15M -14,000 -77%
WIA
91
World Investment Advisors
California
$338K +$338K +4,117 New
GVAG
92
Great Valley Advisor Group
Delaware
$315K +$315K +3,836 New
KIM
93
Kane Investment Management
California
$314K +$314K +3,819 New
QP
94
Quartz Partners
New York
$307K +$307K +3,732 New
MA
95
Mutual Advisors
Nebraska
$303K +$303K +3,837 New
VFP
96
Verus Financial Partners
Virginia
$302K +$302K +3,918 New
RIA
97
Regal Investment Advisors
Michigan
$296K -$18.5K -225 -6%
XPN
98
XY Planning Network
Montana
$289K +$289K +3,517 New
PTC
99
Private Trust Company
Ohio
$277K -$33.3K -405 -11%
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$274K +$2.38K +29 +0.9%
2 3
4
5 6