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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
CA
176
CoreCap Advisors
Michigan
$75.9K
AssetMark Inc
177
AssetMark Inc
California
$75.1K
CIAS
178
Capital Investment Advisory Services
North Carolina
$56K
AF
179
Allworth Financial
California
$54.4K
ACA
180
Aptus Capital Advisors
Alabama
$47K
JFA
181
JNBA Financial Advisors
Minnesota
$38.1K
CFD
182
Creative Financial Designs
Indiana
$32.4K
CTWM
183
Cherry Tree Wealth Management
Minnesota
$23.5K
CA
184
Clearstead Advisors
Ohio
$21.4K
AG
185
AmeriFlex Group
Nevada
$16.8K
EWM
186
Evolution Wealth Management
Florida
$16.1K
MBFW
187
Morton Brown Family Wealth
Pennsylvania
$15.3K
AC
188
AlphaCore Capital
California
$14K
HNB
189
Hilltop National Bank
Wyoming
$12.9K
C
190
Covestor
United Kingdom
$12K
SIS
191
Sound Income Strategies
Florida
$10.7K
TCM
192
TD Capital Management
Tennessee
$7.59K
PB
193
Pinnacle Bancorp
Nebraska
$6.53K
NB
194
NBT Bank
New York
$6.25K
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$4.7K
LFG
196
Larson Financial Group
Missouri
$3.92K
Russell Investments Group
197
Russell Investments Group
United Kingdom
$746
Wells Fargo
198
Wells Fargo
California
$138
Citigroup
199
Citigroup
New York
$93
CGH
200
Crossmark Global Holdings
Texas