WisdomTree US Value Fund
21 hedge funds and large institutions have $13.9M invested in WisdomTree US Value Fund in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
12% more capital invested
Capital invested by funds: $12.4M → $13.9M (+$1.53M)
1.01% more ownership
Funds ownership: 29.73% → 30.74% (+1%)
5% less funds holding
Funds holding: 22 → 21 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$871K |
| 2 |
Jane Street
New York
|
+$206K |
| 3 |
LPL Financial
San Diego,
California
|
+$51.1K |
| 4 |
Morgan Stanley
New York
|
+$28.2K |
| 5 |
SG Americas Securities
New York
|
+$26.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$476K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$228K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$217K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$46.9K |
| 5 |
MCM
Murphy Capital Management
Bedminster,
New Jersey
|
-$32.5K |
WTV Hedge Fund Activity: Q4 2017 in Review
21 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q4 2017, worth a combined $13.9M — up 12% from $12.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WTV and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 7 added.
The largest buyer was Susquehanna International Group, adding an estimated $871K. The largest seller was Cambria Investment Management, exiting entirely with an estimated $476K sold.
- 21 institutional investors held WisdomTree US Value Fund (WTV) as of Q4 2017, down from 22 in Q3 2017.
- Funds reported $13.9M of WisdomTree US Value Fund stock for Q4 2017, up 12% quarter-over-quarter.
- 2 funds opened new WisdomTree US Value Fund positions in Q4 2017 and 3 closed out, a net change of -1 holder.
- The largest WisdomTree US Value Fund buyer in Q4 2017 was Susquehanna International Group, an estimated $871K added.
- The largest WisdomTree US Value Fund seller in Q4 2017 was Cambria Investment Management, an estimated $476K sold.
Based on aggregated 13F filings for Q4 2017.