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WisdomTree US Value Fund
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Overview Fund Activity

28 hedge funds and large institutions have $10.9M invested in WisdomTree US Value Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
Homrich & Berg
Georgia
+$208K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$195K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$128K
4
Betterment LLC
Betterment LLC
New York
+$101K
5
CIM
Cambria Investment Management
California
+$98.3K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$693K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$602K
3
Jane Street
Jane Street
New York
-$247K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$221K
5
Morgan Stanley
Morgan Stanley
New York
-$112K
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
1
Balasa Dinverno & Foltz
$1.96M – – –
Citadel Advisors
2
Citadel Advisors
Florida
$1.37M +$58.6K +1,578 +4%
Bank of America
3
Bank of America
North Carolina
$1.08M -$693K -18,664 -39%
SG Americas Securities
4
SG Americas Securities
New York
$922K – – –
MCM
5
Murphy Capital Management
New Jersey
$644K -$10.4K -280 -2%
UBS Group
6
UBS Group
Switzerland
$627K +$25.7K +692 +4%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$582K +$128K +3,436 +28%
Betterment LLC
8
Betterment LLC
New York
$553K +$101K +2,710 +22%
CIM
9
Cambria Investment Management
California
$533K +$98.3K +2,646 +23%
Morgan Stanley
10
Morgan Stanley
New York
$433K -$112K -3,014 -21%
LPL Financial
11
LPL Financial
California
$292K +$1.86K +50 +0.6%
WBG
12
Wharton Business Group
Pennsylvania
$249K – – –
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$246K +$195K +5,250 +382%
FAIM
14
Financial Advocates Investment Management
Washington
$242K -$54.2K -1,460 -18%
CA
15
Cetera Advisors
Colorado
$223K – – –
HB
16
Homrich & Berg
Georgia
$208K +$208K +5,592 New
MHS
17
M Holdings Securities
Oregon
$202K – – –
S
18
SignatureFD
Georgia
$178K -$3.34K -90 -2%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$96K +$96K +2,594 New
William Blair & Company
20
William Blair & Company
Illinois
$72K +$149 +4 +0.2%
Wells Fargo
21
Wells Fargo
California
$63K -$6.98K -188 -10%
AIC
22
Ameritas Investment Company
Nebraska
$38K +$38K +1,014 New
AG
23
Advisor Group
Arizona
$37K – – –
IA
24
IFP Advisors
Florida
$13K – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8K – – –
1
2