WisdomTree US Value Fund
24 hedge funds and large institutions have $15.7M invested in WisdomTree US Value Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
14% more funds holding
Funds holding: 21 → 24 (+3)
13% more capital invested
Capital invested by funds: $13.9M → $15.7M (+$1.76M)
4.62% more ownership
Funds ownership: 30.74% → 35.36% (+4.6%)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.12M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$896K |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$565K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$251K |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$80.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.43M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$250K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$96.3K |
| 4 |
LPL Financial
San Diego,
California
|
-$44.7K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$20K |
WTV Hedge Fund Activity: Q1 2018 in Review
24 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q1 2018, worth a combined $15.7M — up 13% from $13.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WTV positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.12M. The largest seller was Jane Street, cutting an estimated $1.43M.
- 24 institutional investors held WisdomTree US Value Fund (WTV) as of Q1 2018, up from 21 in Q4 2017.
- Funds reported $15.7M of WisdomTree US Value Fund stock for Q1 2018, up 13% quarter-over-quarter.
- 4 funds opened new WisdomTree US Value Fund positions in Q1 2018 and 1 closed out, a net change of +3 holders.
- The largest WisdomTree US Value Fund buyer in Q1 2018 was Susquehanna International Group, an estimated $2.12M added.
- The largest WisdomTree US Value Fund seller in Q1 2018 was Jane Street, an estimated $1.43M sold.
Based on aggregated 13F filings for Q1 2018.