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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
ARC
76
Advisor Resource Council
Texas
$2.09M
HP
77
Holistic Planning
Texas
$2.09M
HI
78
Harbour Investments
Wisconsin
$2.07M
SFC
79
Strategic Financial Concepts
Texas
$1.96M
AWA
80
Arkadios Wealth Advisors
Georgia
$1.94M
FFS
81
Founders Financial Securities
Maryland
$1.94M
BWS
82
BFI Wealth Solutions
Texas
$1.91M
TFS
83
Thoroughbred Financial Services
Tennessee
$1.79M
ASN
84
Advisory Services Network
Georgia
$1.78M
CW
85
CreativeOne Wealth
Kansas
$1.77M
AW
86
Alchemi Wealth
Connecticut
$1.72M
IA
87
Integrity Alliance
Iowa
$1.71M
AAS
88
Ameritas Advisory Services
Nebraska
$1.69M
VR
89
Valued Retirements
Texas
$1.67M
SPIA
90
Steward Partners Investment Advisory
New York
$1.57M
SPC
91
Sigma Planning Corp
Michigan
$1.55M
IA
92
IFP Advisors
Florida
$1.43M
WWA
93
WCG Wealth Advisors
Nevada
$1.41M
SWIA
94
Solano Wealth Investment Advisors
California
$1.33M
RA
95
RFG Advisory
Alabama
$1.32M
WF
96
WealthPoint Financial
North Carolina
$1.32M
EWA
97
Etesian Wealth Advisors
Oregon
$1.28M
Natixis Advisors
98
Natixis Advisors
Massachusetts
$1.26M
MCM
99
MidAtlantic Capital Management
Virginia
$1.19M
MCM
100
MAI Capital Management
Ohio
$1.15M