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WisdomTree US Value Fund
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Overview Fund Activity

25 hedge funds and large institutions have $16.5M invested in WisdomTree US Value Fund in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BDF
Balasa Dinverno & Foltz
+$2.18M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$684K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$207K
4
Morgan Stanley
Morgan Stanley
New York
+$86.6K
5
William Blair & Company
William Blair & Company
Illinois
+$82

Top Sellers

1
Jane Street
Jane Street
New York
-$1.76M
2
Bank of America
Bank of America
North Carolina
-$393K
3
SG Americas Securities
SG Americas Securities
New York
-$235K
4
Wells Fargo
Wells Fargo
California
-$73.1K
5
LPL Financial
LPL Financial
California
-$53.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.47M +$207K +5,052 +6%
BDF
2
Balasa Dinverno & Foltz
$2.18M +$2.18M +52,906 New
Bank of America
3
Bank of America
North Carolina
$2.12M -$393K -9,540 -16%
SG Americas Securities
4
SG Americas Securities
New York
$2.03M -$235K -5,686 -10%
Citadel Advisors
5
Citadel Advisors
Florida
$877K -$1.56K -38 -0.2%
MCM
6
Murphy Capital Management
New Jersey
$771K -$28K -680 -4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$684K +$684K +16,590 New
UBS Group
8
UBS Group
Switzerland
$673K -$16.3K -394 -2%
Betterment LLC
9
Betterment LLC
New York
$543K -$32.3K -784 -6%
CIM
10
Cambria Investment Management
California
$542K -$25.4K -604 -4%
Morgan Stanley
11
Morgan Stanley
New York
$537K +$86.6K +2,098 +19%
LPL Financial
12
LPL Financial
California
$317K -$53.6K -1,300 -14%
FAIM
13
Financial Advocates Investment Management
Washington
$287K -$12.4K -302 -4%
WBG
14
Wharton Business Group
Pennsylvania
$276K – – –
CA
15
Cetera Advisors
Colorado
$247K – – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$226K – – –
MHS
17
M Holdings Securities
Oregon
$224K – – –
S
18
SignatureFD
Georgia
$216K -$18.8K -456 -8%
Wells Fargo
19
Wells Fargo
California
$85K -$73.1K -1,764 -46%
William Blair & Company
20
William Blair & Company
Illinois
$79K +$82 +2 +0.1%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$56K – – –
AG
22
Advisor Group
Arizona
$41K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9K – – –
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.21K – – –
Jane Street
25
Jane Street
New York
– -$1.76M -43,638 Closed