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WisdomTree US Value Fund

198 hedge funds and large institutions have $1.75B invested in WisdomTree US Value Fund in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
101
PCG Wealth Advisors
Kansas
$995K
FTS
102
Fifth Third Securities
Ohio
$987K
WS
103
Wedbush Securities
California
$971K
TWM
104
TopTier Wealth Management
Wisconsin
$905K
AC
105
Avant Capital
Louisiana
$892K
RW
106
RVW Wealth
California
$887K
AB
107
Atlas Brown
Kentucky
$877K
MCM
108
MAI Capital Management
Ohio
$806K
PCM
109
Parsons Capital Management
Rhode Island
$767K
FNBOO
110
First National Bank of Omaha
Nebraska
$763K
CAG
111
Centerpoint Advisory Group
Kansas
$763K
CSP
112
Cary Street Partners
Virginia
$757K
SF
113
Summit Financial
New Jersey
$747K
WIA
114
World Investment Advisors
California
$726K
WLPWM
115
Walled Lake Planning & Wealth Management
Illinois
$710K
SEIA
116
Signature Estate & Investment Advisors
California
$694K
DAS
117
Diversify Advisory Services
Utah
$657K
XPN
118
XY Planning Network
Montana
$626K
PS
119
Principal Securities
Iowa
$593K
OPW
120
Osprey Private Wealth
New York
$578K
PGFC
121
Peapack-Gladstone Financial Corp
New Jersey
$561K
WCAMG
122
Woodard & Company Asset Management Group
North Carolina
$560K
LI
123
LRI Investments
Florida
$540K
Jane Street
124
Jane Street
New York
$540K
BFA
125
Beacon Financial Advisory
Ohio
$513K