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WisdomTree US Value Fund

198 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, 39 reducing their positions, and 14 closing their positions.

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