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WisdomTree US Value Fund
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.04M
2
Citadel Advisors
Citadel Advisors
Florida
+$864K
3
CIM
Cambria Investment Management
California
+$544K
4
CA
Cetera Advisors
Colorado
+$242K
5
William Blair & Company
William Blair & Company
Illinois
+$78K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.38M
2
Bank of America
Bank of America
North Carolina
-$241K
3
Wells Fargo
Wells Fargo
California
-$92.9K
4
LPL Financial
LPL Financial
California
-$43.1K
5
FAAS
First Allied Advisory Services
California
-$20K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.2M +$2.04M +50,628 +176%
Bank of America
2
Bank of America
North Carolina
$2.46M -$241K -5,966 -9%
SG Americas Securities
3
SG Americas Securities
New York
$2.22M – – –
Jane Street
4
Jane Street
New York
$1.76M -$1.38M -34,074 -44%
Citadel Advisors
5
Citadel Advisors
Florida
$864K +$864K +21,406 New
MCM
6
Murphy Capital Management
New Jersey
$782K -$2.99K -74 -0.4%
UBS Group
7
UBS Group
Switzerland
$674K +$14.9K +370 +2%
Betterment LLC
8
Betterment LLC
New York
$563K +$30.8K +764 +6%
CIM
9
Cambria Investment Management
California
$544K +$544K +13,490 New
Morgan Stanley
10
Morgan Stanley
New York
$441K -$1.05K -26 -0.2%
LPL Financial
11
LPL Financial
California
$363K -$43.1K -1,068 -11%
FAIM
12
Financial Advocates Investment Management
Washington
$295K +$162 +4 +0.1%
WBG
13
Wharton Business Group
Pennsylvania
$271K -$12.1K -300 -4%
CA
14
Cetera Advisors
Colorado
$242K +$242K +6,000 New
S
15
SignatureFD
Georgia
$229K – – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$221K – – –
MHS
17
M Holdings Securities
Oregon
$219K – – –
Wells Fargo
18
Wells Fargo
California
$154K -$92.9K -2,300 -38%
William Blair & Company
19
William Blair & Company
Illinois
$78K +$78K +1,924 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$56K +$22K +540 +65%
AG
21
Advisor Group
Arizona
$40K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9K – – –
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.07K – – –
FAAS
24
First Allied Advisory Services
California
– -$20K -490 Closed