WisdomTree US Value Fund
27 hedge funds and large institutions have $20.9M invested in WisdomTree US Value Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.
2% more capital invested
Capital invested by funds: $20.5M → $20.9M (+$452K)
0.61% more ownership
Funds ownership: 124.04% → 124.65% (+0.61%)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$311K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$276K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$200K |
| 4 |
BDF
Balasa Dinverno & Foltz
|
+$84.5K |
| 5 |
Betterment LLC
New York
|
+$20K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$276K |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$230K |
| 3 |
LPL Financial
San Diego,
California
|
-$89.4K |
| 4 |
MCM
Murphy Capital Management
Bedminster,
New Jersey
|
-$86K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$49.3K |
WTV Hedge Fund Activity: Q2 2019 in Review
27 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q2 2019, worth a combined $20.9M — up 2.2% from $20.5M a quarter earlier.
Fund positioning in WTV was balanced in Q2 2019: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 8 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $311K. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $276K sold.
- 27 institutional investors held WisdomTree US Value Fund (WTV) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $20.9M of WisdomTree US Value Fund stock for Q2 2019, up 2.2% quarter-over-quarter.
- 2 funds opened new WisdomTree US Value Fund positions in Q2 2019 and 2 closed out, a net change of 0 holders.
- The largest WisdomTree US Value Fund buyer in Q2 2019 was Royal Bank of Canada, an estimated $311K added.
- The largest WisdomTree US Value Fund seller in Q2 2019 was Financial Advocates Investment Management, an estimated $276K sold.
Based on aggregated 13F filings for Q2 2019.