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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
PAS
176
Park Avenue Securities
New York
$241K
FPAS
177
Focus Partners Advisor Solutions
Missouri
$241K
GIA
178
Gladstone Institutional Advisory
Florida
$239K
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$239K
AWMG
180
ADG Wealth Management Group
Louisiana
$230K
LIM
181
Leavell Investment Management
Alabama
$225K
AQR Capital Management
182
AQR Capital Management
Connecticut
$212K
SEP
183
Signature Equity Partners
Ohio
$104K
CA
184
CoreCap Advisors
Michigan
$86K
AssetMark Inc
185
AssetMark Inc
California
$80.9K
AA
186
Ancora Advisors
Ohio
$80.5K
FFA
187
Farther Finance Advisors
California
$77.3K
PA
188
Parallel Advisors
California
$64.8K
CTWM
189
Cherry Tree Wealth Management
Minnesota
$57.1K
YAL
190
Your Advocates Ltd
Texas
$55.7K
AF
191
Allworth Financial
California
$55.2K
ACA
192
Aptus Capital Advisors
Alabama
$47.7K
TM
193
Torren Management
California
$39.3K
Wells Fargo
194
Wells Fargo
California
$34K
CFD
195
Creative Financial Designs
Indiana
$32.9K
JFA
196
JNBA Financial Advisors
Minnesota
$29.8K
C
197
Covestor
United Kingdom
$22K
CA
198
Clearstead Advisors
Ohio
$21.7K
AG
199
AmeriFlex Group
Nevada
$17.1K
EWM
200
Evolution Wealth Management
Florida
$16.4K