WisdomTree US Value Fund
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.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
5% more capital invested
Capital invested by funds: $15.7M → $16.5M (+$802K)
4.68% more ownership
Funds ownership: 35.36% → 40.04% (+4.7%)
4% more funds holding
Funds holding: 24 → 25 (+1)
73% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BDF
Balasa Dinverno & Foltz
|
+$2.17M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$680K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$207K |
| 4 |
Morgan Stanley
New York
|
+$86K |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$82 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.76M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$391K |
| 3 |
SG Americas Securities
New York
|
-$233K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$72.3K |
| 5 |
LPL Financial
San Diego,
California
|
-$53.3K |
WTV Hedge Fund Activity: Q2 2018 in Review
25 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q2 2018, worth a combined $16.5M — up 5.1% from $15.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WTV positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 11 trimmed.
The largest buyer was Balasa Dinverno & Foltz, opening a new position worth an estimated $2.17M. The largest seller was Jane Street, exiting entirely with an estimated $1.76M sold.
- 25 institutional investors held WisdomTree US Value Fund (WTV) as of Q2 2018, up from 24 in Q1 2018.
- Funds reported $16.5M of WisdomTree US Value Fund stock for Q2 2018, up 5.1% quarter-over-quarter.
- 2 funds opened new WisdomTree US Value Fund positions in Q2 2018 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree US Value Fund buyer in Q2 2018 was Balasa Dinverno & Foltz, an estimated $2.17M added.
- The largest WisdomTree US Value Fund seller in Q2 2018 was Jane Street, an estimated $1.76M sold.
Based on aggregated 13F filings for Q2 2018.