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WisdomTree US Value Fund
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+28
Holders Change %
+38.89%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
35
Increased
29
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
Horizon Wealth Management
Illinois
+$27.8M
2
LPL Financial
LPL Financial
California
+$22.8M
3
Lido Advisors
Lido Advisors
California
+$15M
4
GRP
Global Retirement Partners
California
+$5.52M
5
FHA
Flagship Harbor Advisors
Massachusetts
+$5.48M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$3.58M
2
WWM
Western Wealth Management
Colorado
-$1.08M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.07M
4
Prudential Financial
Prudential Financial
New Jersey
-$779K
5
MWM
Modern Wealth Management
Kansas
-$554K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
101
Wells Fargo
California
$9 -$97 -1 Closed
Corient Private Wealth
102
Corient Private Wealth
Florida
– -$3.58M -44,784 Closed
WWM
103
Western Wealth Management
Colorado
– -$1.08M -13,523 Closed
Prudential Financial
104
Prudential Financial
New Jersey
– -$779K -9,736 Closed
NS
105
NBC Securities
Alabama
– -$22K -277 Closed
1 2 3 4
5