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WisdomTree US Value Fund
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$2.47M
2
Betterment LLC
Betterment LLC
New York
+$420K
3
CIM
Cambria Investment Management
California
+$401K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$298K
5
S
SignatureFD
Georgia
+$206K

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$7.37M
2
LPL Financial
LPL Financial
California
-$4.23M
3
RJA
Raymond James & Associates
Florida
-$3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.77M
5
Bank of America
Bank of America
North Carolina
-$595K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.83M -$595K -16,386 -17%
Jane Street
2
Jane Street
New York
$2.47M +$2.47M +68,162 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.27M +$298K +8,224 +15%
SG Americas Securities
4
SG Americas Securities
New York
$2.1M +$121K +3,342 +6%
MCM
5
Murphy Capital Management
New Jersey
$761K -$19.6K -540 -3%
UBS Group
6
UBS Group
Switzerland
$727K -$239K -6,592 -25%
VKH
7
Virtu KCG Holdings
New York
$593K +$93.7K +2,580 +19%
Morgan Stanley
8
Morgan Stanley
New York
$575K -$238K -6,548 -29%
Betterment LLC
9
Betterment LLC
New York
$420K +$420K +11,570 New
CIM
10
Cambria Investment Management
California
$401K +$401K +11,050 New
RJA
11
Raymond James & Associates
Florida
$292K -$3M -82,698 -91%
WBG
12
Wharton Business Group
Pennsylvania
$254K -$30.8K -850 -11%
Wells Fargo
13
Wells Fargo
California
$236K -$55.7K -1,532 -19%
CA
14
Cetera Advisors
Colorado
$218K – – –
LPL Financial
15
LPL Financial
California
$213K -$4.23M -116,690 -95%
S
16
SignatureFD
Georgia
$206K +$206K +5,682 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$120K -$123K -3,400 -51%
AG
18
Advisor Group
Arizona
$36K – – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$25K -$1.47K -40 -6%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15K +400 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8K -$2.77M -74,742 -100%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.26K – – –
RIG
23
RiverFront Investment Group
Virginia
– -$7.37M -209,840 Closed
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
– -$552K -15,706 Closed
BTS
25
BB&T Securities
Virginia
– -$402K -11,458 Closed
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