WisdomTree US Value Fund
202 hedge funds and large institutions have $1.75B invested in WisdomTree US Value Fund in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 40 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
0.75% less ownership
Funds ownership: 83.17% → 82.42% (-0.75%)
Holders
202
Holding in Top 10
9
Calls
–
Puts
–
Top Buyers
| 1 | +$36.9M | |
| 2 | +$31.9M | |
| 3 | +$24M | |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$22.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$19.8M |
Top Sellers
| 1 | -$4.23M | |
| 2 | -$2.36M | |
| 3 | -$1.71M | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.69M |
| 5 |
OC
Optima Capital
Beaverton,
Oregon
|
-$1.59M |
