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WisdomTree US Value Fund
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$7.53M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.14M
3
Citadel Advisors
Citadel Advisors
Florida
+$633K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$215K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.9K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.03M
2
UBS Group
UBS Group
Switzerland
-$447K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$248K
4
CA
Cetera Advisors
Colorado
-$223K
5
HB
Homrich & Berg
Georgia
-$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$7.61M +$7.53M +251,990 +9,714%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.81M +$2.14M +50,610 +323%
BDF
3
Balasa Dinverno & Foltz
$2.22M -$14.7K -348 -0.7%
Citadel Advisors
4
Citadel Advisors
Florida
$2.2M +$633K +14,948 +40%
SG Americas Securities
5
SG Americas Securities
New York
$988K -$63.6K -1,502 -6%
MCM
6
Murphy Capital Management
New Jersey
$619K -$115K -2,728 -16%
Betterment LLC
7
Betterment LLC
New York
$613K -$17.4K -410 -3%
CIM
8
Cambria Investment Management
California
$600K -$7.37K -174 -1%
Morgan Stanley
9
Morgan Stanley
New York
$470K -$22.8K -540 -5%
LPL Financial
10
LPL Financial
California
$344K +$11K +260 +3%
WBG
11
Wharton Business Group
Pennsylvania
$284K – – –
FAIM
12
Financial Advocates Investment Management
Washington
$276K +$85 +2 +0%
UBS Group
13
UBS Group
Switzerland
$267K -$447K -10,572 -63%
MHS
14
M Holdings Securities
Oregon
$230K – – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$215K +$215K +5,080 New
Bank of America
16
Bank of America
North Carolina
$203K -$1.03M -24,266 -83%
S
17
SignatureFD
Georgia
$203K – – –
William Blair & Company
18
William Blair & Company
Illinois
$82K +$85 +2 +0.1%
Wells Fargo
19
Wells Fargo
California
$72K +$85 +2 +0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$46K +$36.9K +872 +404%
AG
21
Advisor Group
Arizona
$42K – – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$31K -$248K -5,888 -89%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$27K +$27K +640 New
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.47K – – –
LWA
25
Lowe Wealth Advisors
Maryland
$4K +$4K +112 New
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