WisdomTree US Value Fund
WTV
14 hedge funds and large institutions have $12.4M invested in WisdomTree US Value Fund in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
8% more funds holding
Funds holding: 13 → 14 (+1)
4% more capital invested
Capital invested by funds: $11.9M → $12.4M (+$489K)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$283K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$34K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$5.36K |
| 4 |
MCM
Murphy Capital Management
Bedminster,
New Jersey
|
+$5.31K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$55 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$641K |
| 2 |
Comerica Bank
Dallas,
Texas
|
-$261K |
| 3 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
-$244K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$72.9K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$46.3K |
WTV Hedge Fund Activity: Q4 2013 in Review
14 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q4 2013, worth a combined $12.4M — up 4.1% from $11.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WTV positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Citigroup, adding an estimated $283K. The largest seller was Royal Bank of Canada, cutting an estimated $641K.
- 14 institutional investors held WisdomTree US Value Fund (WTV) as of Q4 2013, up from 13 in Q3 2013.
- Funds reported $12.4M of WisdomTree US Value Fund stock for Q4 2013, up 4.1% quarter-over-quarter.
- 2 funds opened new WisdomTree US Value Fund positions in Q4 2013 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree US Value Fund buyer in Q4 2013 was Citigroup, an estimated $283K added.
- The largest WisdomTree US Value Fund seller in Q4 2013 was Royal Bank of Canada, an estimated $641K sold.
Based on aggregated 13F filings for Q4 2013.