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WisdomTree US Value Fund
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Overview Fund Activity

24 hedge funds and large institutions have $117M invested in WisdomTree US Value Fund in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$73.6M
2
RJA
Raymond James & Associates
Florida
+$19.8M
3
BTS
BB&T Securities
Virginia
+$4.13M
4
Bank of America
Bank of America
North Carolina
+$3.01M
5
SG Americas Securities
SG Americas Securities
New York
+$2.36M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.34M
2
Morgan Stanley
Morgan Stanley
New York
-$2.23M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.76M
4
MCM
Murphy Capital Management
New Jersey
-$77.1K
5
AIG
American International Group
New York
-$7.81K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$73.6M +$73.6M +2,335,778 New
RJA
2
Raymond James & Associates
Florida
$19.8M +$19.8M +627,908 New
LPL Financial
3
LPL Financial
California
$6.04M +$215K +6,920 +4%
BTS
4
BB&T Securities
Virginia
$4.13M +$4.13M +131,158 New
Bank of America
5
Bank of America
North Carolina
$3.46M +$3.01M +95,686 +672%
SG Americas Securities
6
SG Americas Securities
New York
$2.36M +$2.36M +74,856 New
UBS Group
7
UBS Group
Switzerland
$2.11M +$1.97M +62,520 +1,414%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.68M +$1.68M +53,356 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$978K +$957K +30,366 +4,492%
MCM
10
Murphy Capital Management
New Jersey
$787K -$77.1K -2,450 -9%
Morgan Stanley
11
Morgan Stanley
New York
$558K -$2.23M -70,618 -80%
WBG
12
Wharton Business Group
Pennsylvania
$320K – – –
Jane Street
13
Jane Street
New York
$309K +$309K +9,816 New
KLI
14
Kelman-Lazarov Inc
Tennessee
$129K +$129K +4,100 New
S
15
SignatureFD
Georgia
$125K +$125K +3,980 New
AIG
16
American International Group
New York
$64K -$7.81K -250 -11%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$31K – – –
Wells Fargo
18
Wells Fargo
California
$31K +$12.5K +398 +68%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$17K +$8.4K +256 +98%
AWMS
20
Advocacy Wealth Management Services
Georgia
$14K +$14K +450 New
HI
21
Hudock Inc
Pennsylvania
$10K +$10K +330 New
GI
22
Gradient Investments
Minnesota
$9K – – –
MFS
23
MSI Financial Services
Massachusetts
$9K +$1.29K +40 +17%
Citadel Advisors
24
Citadel Advisors
Florida
– -$2.34M -73,884 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
– -$1.76M -55,586 Closed
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