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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
CBU
151
CIBC Bancorp USA
Illinois
$358K
FF
152
Farrell Financial
New York
$341K
RFG
153
REAP Financial Group
Texas
$330K
TFM
154
Trademark Financial Management
Minnesota
$330K
PCMC
155
Paragon Capital Management (Colorado)
Colorado
$320K
TA
156
TFB Advisors
Kansas
$319K
WCAMG
157
Woodard & Company Asset Management Group
North Carolina
$311K
RIA
158
Regal Investment Advisors
Michigan
$311K
QP
159
Quartz Partners
New York
$308K
DADC
160
D.A. Davidson & Co
Montana
$302K
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$301K
QCM
162
Quantinno Capital Management
New York
$297K
RWA
163
Redhawk Wealth Advisors
Minnesota
$294K
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$292K
DAS
165
Dynamic Advisor Solutions
Arizona
$288K
AWP
166
Axis Wealth Partners
Rhode Island
$279K
Cerity Partners
167
Cerity Partners
New York
$272K
CPA
168
Cathy Pareto & Associates
Florida
$270K
AWM
169
Avaii Wealth Management
Wisconsin
$267K
SMC
170
Smith, Moore & Co
Missouri
$263K
P
171
&Partners
Tennessee
$259K
PTC
172
Private Trust Company
Ohio
$259K
HAG
173
HighPoint Advisor Group
Illinois
$257K
TNBTD
174
Trustmark National Bank Trust Department
Mississippi
$249K
EAM
175
Empirical Asset Management
Massachusetts
$247K