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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.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$7.61M
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.08M +$201K +4,628 +7%
BDF
3
Balasa Dinverno & Foltz
$2.37M +$85.1K +1,960 +4%
Citadel Advisors
4
Citadel Advisors
Florida
$2.21M -$49.7K -1,144 -2%
SG Americas Securities
5
SG Americas Securities
New York
$1.01M -$174 -4 -0%
Betterment LLC
6
Betterment LLC
New York
$649K +$20.2K +464 +3%
CIM
7
Cambria Investment Management
California
$631K +$15.1K +348 +2%
MCM
8
Murphy Capital Management
New Jersey
$548K -$86.5K -1,994 -14%
Morgan Stanley
9
Morgan Stanley
New York
$471K -$11.7K -270 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$360K +$313K +7,210 +663%
WBG
11
Wharton Business Group
Pennsylvania
$292K
UBS Group
12
UBS Group
Switzerland
$278K +$4.34K +100 +2%
CA
13
Cetera Advisors
Colorado
$278K +$278K +6,400 New
LPL Financial
14
LPL Financial
California
$263K -$90K -2,072 -25%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$221K +$261 +6 +0.1%
Bank of America
16
Bank of America
North Carolina
$196K -$12.2K -282 -6%
S
17
SignatureFD
Georgia
$196K -$12.2K -282 -6%
Wells Fargo
18
Wells Fargo
California
$74K
William Blair & Company
19
William Blair & Company
Illinois
$62K -$22.1K -508 -26%
AG
20
Advisor Group
Arizona
$43K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$32K
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$28K
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.69K
LWA
24
Lowe Wealth Advisors
Maryland
$5K
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +120 New