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WisdomTree US Value Fund
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Overview Fund Activity

35 hedge funds and large institutions have $178M invested in WisdomTree US Value Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$7.54M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.91M
3
LPL Financial
LPL Financial
California
+$511K
4
FA
FDx Advisors
Illinois
+$234K
5
CA
Cetera Advisors
Colorado
+$203K

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$9.25M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.74M
3
RJA
Raymond James & Associates
Florida
-$1.15M
4
UBS Group
UBS Group
Switzerland
-$289K
5
S
SignatureFD
Georgia
-$182K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$109M -$9.25M -273,614 -8%
RJA
2
Raymond James & Associates
Florida
$28.5M -$1.15M -34,086 -4%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$7.54M +$7.54M +222,856 New
BTS
4
BB&T Securities
Virginia
$7.33M – – –
LPL Financial
5
LPL Financial
California
$4.14M +$511K +15,064 +14%
Bank of America
6
Bank of America
North Carolina
$4.06M -$164K -4,860 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.43M +$149K +4,398 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.66M -$128K -3,786 -5%
Citadel Advisors
9
Citadel Advisors
Florida
$2.18M +$1.91M +56,494 +708%
Morgan Stanley
10
Morgan Stanley
New York
$1.81M -$88K -2,602 -5%
SG Americas Securities
11
SG Americas Securities
New York
$1.7M +$156K +4,600 +10%
UBS Group
12
UBS Group
Switzerland
$829K -$289K -8,556 -26%
MCM
13
Murphy Capital Management
New Jersey
$747K -$12.5K -370 -2%
Jane Street
14
Jane Street
New York
$595K +$51.2K +1,514 +9%
Stifel Financial
15
Stifel Financial
Missouri
$451K +$121K +3,580 +37%
WBG
16
Wharton Business Group
Pennsylvania
$344K – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$315K -$2.74M -80,946 -90%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$296K -$7.43K -220 -2%
CIM
19
Confluence Investment Management
Missouri
$275K +$32.4K +958 +13%
Wells Fargo
20
Wells Fargo
California
$264K +$51.8K +1,532 +24%
FA
21
FDx Advisors
Illinois
$234K +$234K +6,922 New
CA
22
Cetera Advisors
Colorado
$203K +$203K +6,000 New
KLI
23
Kelman-Lazarov Inc
Tennessee
$139K – – –
AG
24
Advisor Group
Arizona
$132K -$23.7K -698 -15%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$79K +$12.8K +376 +19%
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