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
–
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$143M |
| 2 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$96.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$85M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$57.6M |
| 5 |
LPL Financial
San Diego,
California
|
+$47.3M |
Top Sellers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$12.9M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$6.56M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$4.46M |
| 4 |
PA
Prism Advisors
Studio City,
California
|
-$4.38M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$4.27M |
