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WisdomTree US Value Fund
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Overview Fund Activity

31 hedge funds and large institutions have $171M invested in WisdomTree US Value Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$932K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$549K
3
Jane Street
Jane Street
New York
+$512K
4
Morgan Stanley
Morgan Stanley
New York
+$351K
5
Citadel Advisors
Citadel Advisors
Florida
+$254K

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$2.73M
2
RJA
Raymond James & Associates
Florida
-$1.43M
3
FA
FDx Advisors
Illinois
-$211K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$199K
5
Bank of America
Bank of America
North Carolina
-$77.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$112M -$2.73M -85,898 -2%
RJA
2
Raymond James & Associates
Florida
$27.9M -$1.43M -45,142 -5%
BTS
3
BB&T Securities
Virginia
$7.33M -$53K -1,668 -0.7%
Bank of America
4
Bank of America
North Carolina
$3.97M -$77.7K -2,446 -2%
LPL Financial
5
LPL Financial
California
$3.37M +$123K +3,920 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.08M +$173K +5,434 +6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.87M +$549K +17,276 +24%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.62M -$50.3K -1,582 -2%
Morgan Stanley
9
Morgan Stanley
New York
$1.79M +$351K +11,038 +24%
SG Americas Securities
10
SG Americas Securities
New York
$1.45M -$69.9K -2,200 -5%
UBS Group
11
UBS Group
Switzerland
$1.05M +$932K +29,312 +778%
MCM
12
Murphy Capital Management
New Jersey
$714K -$39K -1,230 -5%
Jane Street
13
Jane Street
New York
$512K +$512K +16,096 New
WBG
14
Wharton Business Group
Pennsylvania
$323K – – –
Stifel Financial
15
Stifel Financial
Missouri
$305K +$53.2K +1,700 +21%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$286K -$199K -6,260 -41%
Citadel Advisors
17
Citadel Advisors
Florida
$254K +$254K +7,982 New
CIM
18
Confluence Investment Management
Missouri
$228K +$228K +7,166 New
Wells Fargo
19
Wells Fargo
California
$200K +$162K +5,078 +425%
S
20
SignatureFD
Georgia
$182K +$13.8K +434 +8%
JFA
21
JNBA Financial Advisors
Minnesota
$182K +$182K +5,718 New
AG
22
Advisor Group
Arizona
$145K +$31.1K +982 +27%
KLI
23
Kelman-Lazarov Inc
Tennessee
$129K – – –
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$62K +$191 +6 +0.3%
AWMS
25
Advocacy Wealth Management Services
Georgia
$26K – – –
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