WisdomTree US Value Fund
100 hedge funds and large institutions have $573M invested in WisdomTree US Value Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 5 closing their positions.
600% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 5
164% more capital invested
Capital invested by funds: $217M → $573M (+$355M)
71% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 17
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
39% more funds holding
Funds holding: 72 → 100 (+28)
13.13% more ownership
Funds ownership: 60.24% → 73.38% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
+$28M |
| 2 |
LPL Financial
San Diego,
California
|
+$23M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$15.2M |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$5.57M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$3.58M |
| 2 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$1.08M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.08M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$779K |
| 5 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$558K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Wells Fargo
San Francisco,
California
| $9 | -$84 | -1 | Closed |
|
|
102
Corient Private Wealth
Miami,
Florida
| – | -$3.58M | -44,784 | Closed |
|
|
WWM
103
Western Wealth Management
Golden,
Colorado
| – | -$1.08M | -13,523 | Closed |
|
|
104
Prudential Financial
Newark,
New Jersey
| – | -$779K | -9,736 | Closed |
|
|
NS
105
NBC Securities
Birmingham,
Alabama
| – | -$22K | -277 | Closed |
|
WTV Hedge Fund Activity: Q4 2024 in Review
100 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q4 2024, worth a combined $573M — up 164% from $217M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new WTV positions and 5 closed out — a net gain of 30 holders — while 29 added to existing stakes and 17 trimmed.
The largest buyer was Horizon Wealth Management, opening a new position worth an estimated $28M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $3.58M sold.
- 100 institutional investors held WisdomTree US Value Fund (WTV) as of Q4 2024, up from 72 in Q3 2024.
- Funds reported $573M of WisdomTree US Value Fund stock for Q4 2024, up 164% quarter-over-quarter.
- 35 funds opened new WisdomTree US Value Fund positions in Q4 2024 and 5 closed out, a net change of +30 holders.
- The largest WisdomTree US Value Fund buyer in Q4 2024 was Horizon Wealth Management, an estimated $28M added.
- The largest WisdomTree US Value Fund seller in Q4 2024 was Corient Private Wealth, an estimated $3.58M sold.
Based on aggregated 13F filings for Q4 2024.