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WisdomTree US Value Fund

27 hedge funds and large institutions have $13.8M invested in WisdomTree US Value Fund in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
12
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BDF
1
Balasa Dinverno & Foltz
$2.3M -$3.05K -70 -0.1%
Bank of America
2
Bank of America
North Carolina
$2.08M -$164K -3,756 -7%
Citadel Advisors
3
Citadel Advisors
Florida
$1.54M +$610K +14,000 +66%
SG Americas Securities
4
SG Americas Securities
New York
$1.08M -$1.07M -24,434 -50%
MCM
5
Murphy Capital Management
New Jersey
$768K -$46.6K -1,070 -6%
UBS Group
6
UBS Group
Switzerland
$705K -$5.49K -126 -0.8%
Morgan Stanley
7
Morgan Stanley
New York
$639K +$71.9K +1,650 +13%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$602K -$120K -2,758 -17%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$534K -$3.15M -72,170 -85%
Betterment LLC
10
Betterment LLC
New York
$532K -$43.4K -992 -8%
CIM
11
Cambria Investment Management
California
$511K -$51.9K -1,188 -9%
FAIM
12
Financial Advocates Investment Management
Washington
$347K +$42.3K +972 +14%
LPL Financial
13
LPL Financial
California
$341K +$5.67K +130 +2%
WBG
14
Wharton Business Group
Pennsylvania
$292K
CA
15
Cetera Advisors
Colorado
$261K
Jane Street
16
Jane Street
New York
$247K +$247K +5,654 New
MHS
17
M Holdings Securities
Oregon
$237K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$221K -$17.4K -400 -7%
S
19
SignatureFD
Georgia
$214K -$14.8K -338 -6%
William Blair & Company
20
William Blair & Company
Illinois
$84K +$174 +4 +0.2%
Wells Fargo
21
Wells Fargo
California
$82K -$7.13K -164 -8%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$61K
AG
23
Advisor Group
Arizona
$44K
IA
24
IFP Advisors
Florida
$15K +$15K +352 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9K