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.
8% more funds holding
Funds holding: 25 → 27 (+2)
9.92% less ownership
Funds ownership: 80.08% → 70.16% (-9.9%)
17% less capital invested
Capital invested by funds: $16.5M → $13.8M (-$2.74M)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$601K |
| 2 |
Jane Street
New York
|
+$243K |
| 3 |
Morgan Stanley
New York
|
+$70.9K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$41.7K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$15.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.1M |
| 2 |
SG Americas Securities
New York
|
-$1.05M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$161K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$118K |
| 5 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$51K |
WTV Hedge Fund Activity: Q3 2018 in Review
27 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q3 2018, worth a combined $13.8M — down 17% from $16.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WTV positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 12 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $601K. The largest seller was Susquehanna International Group, cutting an estimated $3.1M.
- 27 institutional investors held WisdomTree US Value Fund (WTV) as of Q3 2018, up from 25 in Q2 2018.
- Funds reported $13.8M of WisdomTree US Value Fund stock for Q3 2018, down 17% quarter-over-quarter.
- 2 funds opened new WisdomTree US Value Fund positions in Q3 2018 and 0 closed out, a net change of +2 holders.
- The largest WisdomTree US Value Fund buyer in Q3 2018 was Citadel Advisors, an estimated $601K added.
- The largest WisdomTree US Value Fund seller in Q3 2018 was Susquehanna International Group, an estimated $3.1M sold.
Based on aggregated 13F filings for Q3 2018.