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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
KPWS
151
Kestra Private Wealth Services
Texas
$273K
DAS
152
Dynamic Advisor Solutions
Arizona
$271K
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$266K
CPA
154
Cathy Pareto & Associates
Florida
$265K
FF
155
Farrell Financial
New York
$263K
SMC
156
Smith, Moore & Co
Missouri
$259K
P
157
&Partners
Tennessee
$255K
GIA
158
Gladstone Institutional Advisory
Florida
$250K
FFA
159
Farther Finance Advisors
California
$246K
TNBTD
160
Trustmark National Bank Trust Department
Mississippi
$245K
TA
161
TFB Advisors
Kansas
$240K
MCM
162
MidAtlantic Capital Management
Virginia
$239K
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$235K
PAS
164
Park Avenue Securities
New York
$235K
FPAS
165
Focus Partners Advisor Solutions
Missouri
$216K
EAM
166
Empirical Asset Management
Massachusetts
$209K
AWA
167
Arete Wealth Advisors
Illinois
$209K
SL
168
SWMG LLC
Texas
$206K
AQR Capital Management
169
AQR Capital Management
Connecticut
$204K
AWMG
170
ADG Wealth Management Group
Louisiana
$202K
PTC
171
Private Trust Company
Ohio
$165K
SPIA
172
Steward Partners Investment Advisory
New York
$114K
SEP
173
Signature Equity Partners
Ohio
$94.8K
William Blair & Company
174
William Blair & Company
Illinois
$91.2K
AA
175
Ancora Advisors
Ohio
$79.3K