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WisdomTree US Value Fund

177 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, 87 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
AWA
76
Arkadios Wealth Advisors
Georgia
$1.38M
IA
77
IFP Advisors
Florida
$1.35M
VA
78
Valmark Advisers
Ohio
$1.32M
VR
79
Valued Retirements
Texas
$1.28M
RA
80
RFG Advisory
Alabama
$1.22M
SWIA
81
Solano Wealth Investment Advisors
California
$1.22M
TFS
82
Thoroughbred Financial Services
Tennessee
$1.21M
FFS
83
Founders Financial Securities
Maryland
$1.1M
WWA
84
WCG Wealth Advisors
Nevada
$1.09M
UAG
85
United Advisor Group
Ohio
$1.07M
FTS
86
Fifth Third Securities
Ohio
$1.02M
M
87
MATAURO
New York
$1.01M
AI
88
Atria Investments
North Carolina
$976K
ASN
89
Advisory Services Network
Georgia
$956K
CW
90
CreativeOne Wealth
Kansas
$953K
PWA
91
PCG Wealth Advisors
Kansas
$949K
RW
92
RVW Wealth
California
$866K
FNBSF
93
First National Bank Sioux Falls
South Dakota
$791K
NA
94
NewEdge Advisors
Louisiana
$771K
CCB
95
Country Club Bank
Missouri
$746K
WLPWM
96
Walled Lake Planning & Wealth Management
Illinois
$684K
SEIA
97
Signature Estate & Investment Advisors
California
$673K
WIA
98
World Investment Advisors
California
$659K
AC
99
Avant Capital
Louisiana
$655K
WS
100
Wedbush Securities
California
$620K