WisdomTree US Value Fund
158 hedge funds and large institutions have $1.27B 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, 40 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
16% more funds holding
Funds holding: 136 → 158 (+22)
11.7% more ownership
Funds ownership: 76.53% → 88.23% (+12%)
Holders
158
Holding in Top 10
9
Calls
–
Puts
–
Top Buyers
| 1 | +$143M | |
| 2 | +$96.7M | |
| 3 | +$96.2M | |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$57.6M |
| 5 |
LPL Financial
San Diego,
California
|
+$47.3M |
Top Sellers
| 1 | -$12.9M | |
| 2 | -$6.56M | |
| 3 | -$4.46M | |
| 4 |
PA
Prism Advisors
Studio City,
California
|
-$4.38M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$4.27M |
