WTV icon

WisdomTree US Value Fund

135 hedge funds and large institutions have $625M invested in WisdomTree US Value Fund in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+35
Holders Change %
+35%
% of All Funds
1.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
46
Increased
50
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$273K
HWM
102
Horizon Wealth Management
Illinois
$272K -$27.1M -329,620 -99%
UBS Group
103
UBS Group
Switzerland
$264K +$264K +3,209 New
OP
104
ORG Partners
Indiana
$256K +$218K +2,650 +572%
Envestnet Portfolio Solutions
105
Envestnet Portfolio Solutions
Illinois
$253K +$253K +3,075 New
SMC
106
Smith, Moore & Co
Missouri
$241K
Betterment LLC
107
Betterment LLC
New York
$237K -$2.8K -34 -1%
WPC
108
Wedmont Private Capital
Pennsylvania
$235K +$235K +3,073 New
AAS
109
Ameritas Advisory Services
Nebraska
$233K +$233K +2,819 New
CIM
110
Cambria Investment Management
California
$224K
WH
111
Willner & Heller
California
$217K -$411 -5 -0.2%
P
112
&Partners
Tennessee
$211K
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$207K
TA
114
TFB Advisors
Kansas
$204K +$204K +2,485 New
Comerica Bank
115
Comerica Bank
Texas
$117K +$20.3K +247 +21%
RI
116
Ridgewood Investments
New Jersey
$95.6K
HI
117
Hoey Investments
Pennsylvania
$71.5K +$71.5K +870 New
AA
118
Ancora Advisors
Ohio
$69.8K
CA
119
CoreCap Advisors
Michigan
$47.4K +$47.4K +577 New
NWM
120
Nova Wealth Management
Florida
$46.8K +$46.8K +570 New
AF
121
Allworth Financial
California
$38.1K +$34K +431 +829%
SIM
122
Synergy Investment Management
Florida
$26.1K
CFD
123
Creative Financial Designs
Indiana
$20.5K -$2.79K -34 -12%
Jones Financial Companies
124
Jones Financial Companies
Missouri
$18.7K +$18.7K +230 New
US Bancorp
125
US Bancorp
Minnesota
$18.1K