WisdomTree US Value Fund
23 hedge funds and large institutions have $14.8M invested in WisdomTree US Value Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
51% less capital invested
Capital invested by funds: $30M → $14.8M (-$15.2M)
73% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.43M |
| 2 |
Betterment LLC
New York
|
+$413K |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$394K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$294K |
| 5 |
S
SignatureFD
Atlanta,
Georgia
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$7.37M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.17M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.95M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.67M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$585K |
WTV Hedge Fund Activity: Q2 2017 in Review
23 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q2 2017, worth a combined $14.8M — down 51% from $30M a quarter earlier.
Fund positioning in WTV was balanced in Q2 2017: 5 funds opened new positions, 5 closed out, 3 added to existing stakes and 11 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.43M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $7.37M sold.
- 23 institutional investors held WisdomTree US Value Fund (WTV) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $14.8M of WisdomTree US Value Fund stock for Q2 2017, down 51% quarter-over-quarter.
- 5 funds opened new WisdomTree US Value Fund positions in Q2 2017 and 5 closed out, a net change of 0 holders.
- The largest WisdomTree US Value Fund buyer in Q2 2017 was Jane Street, an estimated $2.43M added.
- The largest WisdomTree US Value Fund seller in Q2 2017 was RiverFront Investment Group, an estimated $7.37M sold.
Based on aggregated 13F filings for Q2 2017.