WisdomTree US Value Fund
217 hedge funds and large institutions have $2B invested in WisdomTree US Value Fund in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 50 reducing their positions, and 11 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 funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
6% more funds holding
Funds holding: 204 → 217 (+13)
4.81% less ownership
Funds ownership: 82.45% → 77.64% (-4.8%)
Holders
217
Holding in Top 10
12
Calls
–
Puts
–
Top Buyers
| 1 | +$94.9M | |
| 2 | +$28.3M | |
| 3 | +$25.3M | |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$24.2M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.5M |
Top Sellers
| 1 | -$11.1M | |
| 2 | -$11M | |
| 3 | -$8.08M | |
| 4 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$5.12M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$5.03M |
