WisdomTree US Value Fund
176 hedge funds and large institutions have $1.45B invested in WisdomTree US Value Fund in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 33 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
5.3% less ownership
Funds ownership: 88.18% → 82.89% (-5.3%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Holders
176
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$44.7M | |
| 2 | +$26.2M | |
| 3 | +$23.5M | |
| 4 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$13.8M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$11.7M |
Top Sellers
| 1 | -$3.78M | |
| 2 | -$1.72M | |
| 3 | -$1.58M | |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$1.58M |
| 5 |
OC
Optima Capital
Beaverton,
Oregon
|
-$1.39M |