WTV icon

WisdomTree US Value Fund

22 hedge funds and large institutions have $12.4M invested in WisdomTree US Value Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$2.75M +$165K +4,350 +6%
Bank of America
2
Bank of America
North Carolina
$2.59M -$369K -9,726 -12%
SG Americas Securities
3
SG Americas Securities
New York
$2.06M -$132K -3,480 -6%
UBS Group
4
UBS Group
Switzerland
$828K +$67.7K +1,784 +9%
MCM
5
Murphy Capital Management
New Jersey
$769K -$26.5K -700 -3%
Betterment LLC
6
Betterment LLC
New York
$495K +$56.1K +1,480 +13%
CIM
7
Cambria Investment Management
California
$476K +$56.6K +1,492 +14%
Morgan Stanley
8
Morgan Stanley
New York
$388K -$213K -5,604 -35%
LPL Financial
9
LPL Financial
California
$333K +$110K +2,894 +49%
WBG
10
Wharton Business Group
Pennsylvania
$266K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$257K -$2.12M -55,680 -89%
Wells Fargo
12
Wells Fargo
California
$249K +$2.81K +74 +1%
CA
13
Cetera Advisors
Colorado
$228K
S
14
SignatureFD
Georgia
$216K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$208K +$208K +5,480 New
MHS
16
M Holdings Securities
Oregon
$206K +$206K +5,434 New
AG
17
Advisor Group
Arizona
$38K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$26K
BF
19
BOK Financial
Oklahoma
$11K +$11K +292 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8K
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.59K
RJA
22
Raymond James & Associates
Florida
-$292K -8,052 Closed
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
-$120K -3,328 Closed
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
-$15K -400 Closed