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WisdomTree US Value Fund

157 hedge funds and large institutions have $1.26B invested in WisdomTree US Value Fund in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+22
Holders Change %
+16.3%
% of All Funds
2.11%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
33
Increased
68
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WH
126
Willner & Heller
California
$244K +$15.6K +181 +7%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$242K -$678K -7,853 -74%
TNBTD
128
Trustmark National Bank Trust Department
Mississippi
$227K +$227K +2,630 New
P
129
&Partners
Tennessee
$224K
Koshinski Asset Management
130
Koshinski Asset Management
Illinois
$218K
TA
131
TFB Advisors
Kansas
$215K
Comerica Bank
132
Comerica Bank
Texas
$147K +$24.8K +287 +20%
RI
133
Ridgewood Investments
New Jersey
$101K
NWM
134
Nova Wealth Management
Florida
$100K +$50.9K +589 +103%
AssetMark Inc
135
AssetMark Inc
California
$87.3K +$87.3K +1,010 New
HI
136
Hoey Investments
Pennsylvania
$75.2K
AA
137
Ancora Advisors
Ohio
$73.4K
CA
138
CoreCap Advisors
Michigan
$67.8K +$18K +208 +36%
AF
139
Allworth Financial
California
$67.7K +$25.9K +300 +62%
CFD
140
Creative Financial Designs
Indiana
$30K +$8.38K +97 +39%
JFA
141
JNBA Financial Advisors
Minnesota
$24.9K +$24.9K +288 New
Jones Financial Companies
142
Jones Financial Companies
Missouri
$23.4K +$3.61K +42 +18%
CTWM
143
Cherry Tree Wealth Management
Minnesota
$21.8K +$21.8K +252 New
William Blair & Company
144
William Blair & Company
Illinois
$21.1K +$8.64K +100 +69%
US Bancorp
145
US Bancorp
Minnesota
$19K
CIAS
146
Capital Investment Advisory Services
North Carolina
$17.3K
MBFW
147
Morton Brown Family Wealth
Pennsylvania
$14.2K
HNB
148
Hilltop National Bank
Wyoming
$11.9K +$11.9K +138 New
AG
149
AmeriFlex Group
Nevada
$11.5K
Wells Fargo
150
Wells Fargo
California
$11.2K -$86 -1 -0.8%