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WisdomTree US Value Fund

13 hedge funds and large institutions have $9.86M invested in WisdomTree US Value Fund in 2013 Q2 according to their latest regulatory filings, with 13 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
+13
Holders Change %
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.13M +$4.14M +166,580 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.75M +$1.76M +70,800 New
Bank of America
3
Bank of America
North Carolina
$1.24M +$1.25M +50,128 New
CIC
4
Cutler Investment Counsel
Oregon
$838K +$841K +33,804 New
MCM
5
Murphy Capital Management
New Jersey
$565K +$567K +22,800 New
Jane Street
6
Jane Street
New York
$538K +$540K +21,726 New
Morgan Stanley
7
Morgan Stanley
New York
$344K +$345K +13,890 New
WBG
8
Wharton Business Group
Pennsylvania
$335K +$337K +13,534 New
U
9
UBS
Switzerland
$51K +$50.6K +2,036 New
GI
10
Gradient Investments
Minnesota
$35K +$34.8K +1,400 New
AIG
11
American International Group
New York
$17.4K +$17.4K +700 New
Ameriprise
12
Ameriprise
Minnesota
$10K +$9.95K +400 New
Wells Fargo
13
Wells Fargo
California
$5K +$4.92K +198 New

WTV Hedge Fund Activity: Q2 2013 in Review

13 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q2 2013, worth a combined $9.86M.

Buyers outnumbered sellers: 13 funds opened new WTV positions and 0 closed out — a net gain of 13 holders — while 0 added to existing stakes and 0 trimmed.

  • 13 institutional investors held WisdomTree US Value Fund (WTV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $9.86M of WisdomTree US Value Fund stock for Q2 2013.
  • 13 funds opened new WisdomTree US Value Fund positions in Q2 2013 and 0 closed out, a net change of +13 holders.

Based on aggregated 13F filings for Q2 2013.