WisdomTree US Value Fund
13 hedge funds and large institutions have $11.9M invested in WisdomTree US Value Fund in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
21% more capital invested
Capital invested by funds: $9.86M → $11.9M (+$2.08M)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$735K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$635K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$308K |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$260K |
| 5 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
+$160K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$538K |
| 2 |
MCM
Murphy Capital Management
Bedminster,
New Jersey
|
-$40.5K |
| 3 |
Morgan Stanley
New York
|
-$13.1K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$13K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$10K |
WTV Hedge Fund Activity: Q3 2013 in Review
13 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q3 2013, worth a combined $11.9M — up 21% from $9.86M a quarter earlier.
Fund positioning in WTV was balanced in Q3 2013: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 4 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $735K. The largest seller was Jane Street, exiting entirely with an estimated $538K sold.
- 13 institutional investors held WisdomTree US Value Fund (WTV) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $11.9M of WisdomTree US Value Fund stock for Q3 2013, up 21% quarter-over-quarter.
- 2 funds opened new WisdomTree US Value Fund positions in Q3 2013 and 2 closed out, a net change of 0 holders.
- The largest WisdomTree US Value Fund buyer in Q3 2013 was Royal Bank of Canada, an estimated $735K added.
- The largest WisdomTree US Value Fund seller in Q3 2013 was Jane Street, an estimated $538K sold.
Based on aggregated 13F filings for Q3 2013.