WisdomTree US Value Fund
177 hedge funds and large institutions have $1.45B invested in WisdomTree US Value Fund in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 33 reducing their positions, and 9 closing their positions.
244% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 9
164% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 33
14% more capital invested
Capital invested by funds: $1.27B → $1.45B (+$181M)
12% more funds holding
Funds holding: 158 → 177 (+19)
5.06% less ownership
Funds ownership: 88.23% → 83.17% (-5.1%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$43.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$25.6M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$23M |
| 4 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$13.5M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$3.7M |
| 2 |
Goldman Sachs
New York
|
-$1.72M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$1.58M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.54M |
| 5 |
OC
Optima Capital
Beaverton,
Oregon
|
-$1.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Fidelity Investments
Boston,
Massachusetts
| $273 | +$89 | +1 | +50% |
|
177
Wells Fargo
San Francisco,
California
| $164 | -$11.4K | -128 | -98% |
|
178
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $7 | – | – | – |
|
|
179
Goldman Sachs
New York
| – | -$1.72M | -19,867 | Closed |
|
|
ARC
180
Advisor Resource Council
Dallas,
Texas
| – | -$1.58M | -18,238 | Closed |
|
|
AA
181
Armis Advisers
Atlanta,
Georgia
| – | -$1.03M | -11,964 | Closed |
|
|
FAIM
182
Financial Advocates Investment Management
Olympia,
Washington
| – | -$743K | -8,600 | Closed |
|
183
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$547K | -6,330 | Closed |
|
184
Citadel Advisors
Miami,
Florida
| – | -$501K | -5,796 | Closed |
|
185
AQR Capital Management
Greenwich,
Connecticut
| – | -$469K | -5,423 | Closed |
|
|
PFGIA
186
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$299K | -3,462 | Closed |
|
|
RI
187
Ridgewood Investments
Springfield,
New Jersey
| – | -$101K | -1,164 | Closed |
|
WTV Hedge Fund Activity: Q3 2025 in Review
177 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q3 2025, worth a combined $1.45B — up 14% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new WTV positions and 9 closed out — a net gain of 22 holders — while 87 added to existing stakes and 33 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $43.7M. The largest seller was Systelligence LLC, cutting an estimated $3.7M.
- 177 institutional investors held WisdomTree US Value Fund (WTV) as of Q3 2025, up from 158 in Q2 2025.
- Funds reported $1.45B of WisdomTree US Value Fund stock for Q3 2025, up 14% quarter-over-quarter.
- 31 funds opened new WisdomTree US Value Fund positions in Q3 2025 and 9 closed out, a net change of +22 holders.
- The largest WisdomTree US Value Fund buyer in Q3 2025 was HighTower Advisors, an estimated $43.7M added.
- The largest WisdomTree US Value Fund seller in Q3 2025 was Systelligence LLC, an estimated $3.7M sold.
Based on aggregated 13F filings for Q3 2025.