WisdomTree US Value Fund
32 hedge funds and large institutions have $171M invested in WisdomTree US Value Fund in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
19% more funds holding
Funds holding: 27 → 32 (+5)
0% more capital invested
Capital invested by funds: $170M → $171M (+$279K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$934K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$551K |
| 3 |
Jane Street
New York
|
+$513K |
| 4 |
Morgan Stanley
New York
|
+$352K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$254K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$2.74M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.44M |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
-$211K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$199K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$77.9K |
WTV Hedge Fund Activity: Q3 2016 in Review
32 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q3 2016, worth a combined $171M — up 0.16% from $170M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WTV positions and 1 closed out — a net gain of 6 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was UBS Group, adding an estimated $934K. The largest seller was RiverFront Investment Group, cutting an estimated $2.74M.
- 32 institutional investors held WisdomTree US Value Fund (WTV) as of Q3 2016, up from 27 in Q2 2016.
- Funds reported $171M of WisdomTree US Value Fund stock for Q3 2016, up 0.16% quarter-over-quarter.
- 7 funds opened new WisdomTree US Value Fund positions in Q3 2016 and 1 closed out, a net change of +6 holders.
- The largest WisdomTree US Value Fund buyer in Q3 2016 was UBS Group, an estimated $934K added.
- The largest WisdomTree US Value Fund seller in Q3 2016 was RiverFront Investment Group, an estimated $2.74M sold.
Based on aggregated 13F filings for Q3 2016.