WisdomTree US Value Fund
WTV
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.
691% more capital invested
Capital invested by funds: $14.7M → $117M (+$102M)
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
41% more funds holding
Funds holding: 17 → 24 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$69.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$18.8M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$3.93M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.86M |
| 5 |
SG Americas Securities
New York
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.34M |
| 2 |
Morgan Stanley
New York
|
-$2.11M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.76M |
| 4 |
MCM
Murphy Capital Management
Bedminster,
New Jersey
|
-$73.3K |
| 5 |
AIG
American International Group
New York
|
-$7.48K |
WTV Hedge Fund Activity: Q1 2016 in Review
24 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q1 2016, worth a combined $117M — up 691% from $14.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WTV positions and 3 closed out — a net gain of 7 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $69.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.34M sold.
- 24 institutional investors held WisdomTree US Value Fund (WTV) as of Q1 2016, up from 17 in Q4 2015.
- Funds reported $117M of WisdomTree US Value Fund stock for Q1 2016, up 691% quarter-over-quarter.
- 10 funds opened new WisdomTree US Value Fund positions in Q1 2016 and 3 closed out, a net change of +7 holders.
- The largest WisdomTree US Value Fund buyer in Q1 2016 was RiverFront Investment Group, an estimated $69.9M added.
- The largest WisdomTree US Value Fund seller in Q1 2016 was Citadel Advisors, an estimated $2.34M sold.
Based on aggregated 13F filings for Q1 2016.