WisdomTree US Value Fund
27 hedge funds and large institutions have $20.5M invested in WisdomTree US Value Fund in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.
88% more capital invested
Capital invested by funds: $10.9M → $20.5M (+$9.58M)
58.92% more ownership
Funds ownership: 65.12% → 124.04% (+59%)
4% less funds holding
Funds holding: 28 → 27 (-1)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$10.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.09M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$618K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$210K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$437K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$243K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$223K |
| 5 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$208K |
WTV Hedge Fund Activity: Q1 2019 in Review
27 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q1 2019, worth a combined $20.5M — up 88% from $10.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of WTV and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 8 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $10.4M. The largest seller was Bank of America, cutting an estimated $1M.
- 27 institutional investors held WisdomTree US Value Fund (WTV) as of Q1 2019, down from 28 in Q4 2018.
- Funds reported $20.5M of WisdomTree US Value Fund stock for Q1 2019, up 88% quarter-over-quarter.
- 3 funds opened new WisdomTree US Value Fund positions in Q1 2019 and 4 closed out, a net change of -1 holder.
- The largest WisdomTree US Value Fund buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $10.4M added.
- The largest WisdomTree US Value Fund seller in Q1 2019 was Bank of America, an estimated $1M sold.
Based on aggregated 13F filings for Q1 2019.