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WisdomTree US Value Fund

199 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, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
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
SOS
126
Silver Oak Securities
Tennessee
$508K
OBGC
127
O'Brien Greene & Co
Pennsylvania
$471K
MA
128
Mutual Advisors
Nebraska
$470K
WBG
129
Wharton Business Group
Pennsylvania
$456K
GWP
130
Gateway Wealth Partners
Wisconsin
$452K
AI
131
Atria Investments
North Carolina
$442K
CF
132
Centaurus Financial
California
$431K
RCAG
133
Rehmann Capital Advisory Group
Michigan
$429K
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$420K
APA
135
Astoria Portfolio Advisors
New York
$382K
RFG
136
REAP Financial Group
Texas
$379K
VFP
137
Verus Financial Partners
Virginia
$376K
EFS
138
Essex Financial Services
Connecticut
$376K
WH
139
Willner & Heller
California
$369K
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$352K
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$344K
QP
142
Quartz Partners
New York
$337K
NWM
143
Nova Wealth Management
Florida
$324K
TFM
144
Trademark Financial Management
Minnesota
$322K
GS
145
GWN Securities
Florida
$308K
RIA
146
Regal Investment Advisors
Michigan
$306K
HF
147
HRT Financial
New York
$306K
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$294K
GVAG
149
Great Valley Advisor Group
Delaware
$283K
Comerica Bank
150
Comerica Bank
Texas
$274K