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WisdomTree US Value Fund

157 hedge funds and large institutions have $1.26B invested in WisdomTree US Value Fund in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+22
Holders Change %
+16.3%
% of All Funds
2.11%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
33
Increased
68
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OBGC
101
O'Brien Greene & Co
Pennsylvania
$423K
WBG
102
Wharton Business Group
Pennsylvania
$422K
CAG
103
Centerpoint Advisory Group
Kansas
$400K -$14.1K -163 -3%
RCAG
104
Rehmann Capital Advisory Group
Michigan
$399K -$432 -5 -0.1%
CPRC
105
Consolidated Portfolio Review Corp
New York
$397K +$397K +4,594 New
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$389K +$389K +4,504 New
RFG
107
REAP Financial Group
Texas
$387K -$22.6K -262 -6%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$382K +$6.49K +74 +2%
FFS
109
Founders Financial Securities
Maryland
$356K +$356K +4,125 New
WIA
110
World Investment Advisors
California
$354K -$1.21K -14 -0.3%
CPA
111
Cathy Pareto & Associates
Florida
$353K -$95.3K -1,103 -21%
CF
112
Centaurus Financial
California
$346K +$346K +4,005 New
VFP
113
Verus Financial Partners
Virginia
$343K
KIM
114
Kane Investment Management
California
$339K +$8.73K +101 +3%
GVAG
115
Great Valley Advisor Group
Delaware
$337K +$5.7K +66 +2%
AI
116
Atria Investments
North Carolina
$335K -$2.54M -29,378 -88%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$326K
XPN
118
XY Planning Network
Montana
$323K +$18.7K +217 +6%
PTC
119
Private Trust Company
Ohio
$320K +$28.9K +335 +10%
GIA
120
Gladstone Institutional Advisory
Florida
$320K -$109K -1,266 -25%
QP
121
Quartz Partners
New York
$317K -$5.7K -66 -2%
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$10.7K +124 +4%
RIA
123
Regal Investment Advisors
Michigan
$289K -$22.5K -260 -7%
OP
124
ORG Partners
Indiana
$262K -$8.62K -99 -3%
SMC
125
Smith, Moore & Co
Missouri
$253K