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WisdomTree US Value Fund

216 hedge funds and large institutions have $1.99B invested in WisdomTree US Value Fund in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 114 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
OPW
126
Osprey Private Wealth
New York
$587K
CSP
127
Cary Street Partners
Virginia
$584K
GS
128
GWN Securities
Florida
$582K
PIP
129
Philadelphia Investment Partners
New Jersey
$580K
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$570K
SOS
131
Silver Oak Securities
Tennessee
$559K
LI
132
LRI Investments
Florida
$548K
BFA
133
Beacon Financial Advisory
Ohio
$496K
AI
134
Atria Investments
North Carolina
$484K
NWM
135
Nova Wealth Management
Florida
$478K
MA
136
Mutual Advisors
Nebraska
$473K
WBG
137
Wharton Business Group
Pennsylvania
$463K
RA
138
Rubicon Advisors
California
$446K
WH
139
Willner & Heller
California
$445K
APA
140
Astoria Portfolio Advisors
New York
$441K
XPN
141
XY Planning Network
Montana
$440K
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$431K
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$424K
RCAG
144
Rehmann Capital Advisory Group
Michigan
$423K
EFS
145
Essex Financial Services
Connecticut
$422K
CF
146
Centaurus Financial
California
$417K
AA
147
Armis Advisers
Georgia
$416K
OBGC
148
O'Brien Greene & Co
Pennsylvania
$409K
VFP
149
Verus Financial Partners
Virginia
$382K
NAS
150
NWF Advisory Services
California
$363K