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WisdomTree US Value Fund

216 hedge funds and large institutions have $1.99B invested in WisdomTree US Value Fund in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 114 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
TWM
101
TopTier Wealth Management
Wisconsin
$1.14M
CAG
102
Centerpoint Advisory Group
Kansas
$1.11M
M
103
MATAURO
New York
$1.09M
SF
104
Summit Financial
New Jersey
$1.07M
PWA
105
PCG Wealth Advisors
Kansas
$1.06M
WS
106
Wedbush Securities
California
$1.03M
Jane Street
107
Jane Street
New York
$1.01M
CIA
108
Concurrent Investment Advisors
Florida
$1M
AC
109
Avant Capital
Louisiana
$931K
GWP
110
Gateway Wealth Partners
Wisconsin
$928K
AB
111
Atlas Brown
Kentucky
$909K
PCM
112
Parsons Capital Management
Rhode Island
$903K
RW
113
RVW Wealth
California
$901K
FNBOO
114
First National Bank of Omaha
Nebraska
$879K
FTS
115
Fifth Third Securities
Ohio
$878K
ZF
116
Zhang Financial
Michigan
$838K
KPWS
117
Kestra Private Wealth Services
Texas
$836K
GVAG
118
Great Valley Advisor Group
Delaware
$785K
WIA
119
World Investment Advisors
California
$724K
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$718K
SA
121
Sonoma Allocations
California
$711K
PS
122
Principal Securities
Iowa
$706K
SEIA
123
Signature Estate & Investment Advisors
California
$702K
WLPWM
124
Walled Lake Planning & Wealth Management
Illinois
$686K
CIAS
125
Capital Investment Advisory Services
North Carolina
$628K