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WisdomTree US Value Fund
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Overview Fund Activity

27 hedge funds and large institutions have $22.2M invested in WisdomTree US Value Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 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
4
Increased
7
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.62M
2
SMG
Smart Money Group
Texas
+$1.86M
3
VFA
Voya Financial Advisors
Connecticut
+$284K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$270K
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
+$149K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.21M
2
SG Americas Securities
SG Americas Securities
New York
-$1.01M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$357K
4
LPL Financial
LPL Financial
California
-$263K
5
UBS Group
UBS Group
Switzerland
-$151K
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
$2.74M -$357K -8,172 -12%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$2.65M +$2.62M +59,856 +8,133%
BDF
4
Balasa Dinverno & Foltz
$2.38M – – –
SMG
5
Smart Money Group
Texas
$1.86M +$1.86M +42,628 New
CIM
6
Cambria Investment Management
California
$665K +$30.3K +692 +5%
Betterment LLC
7
Betterment LLC
New York
$649K – – –
MCM
8
Murphy Capital Management
New Jersey
$543K -$8.73K -200 -2%
Morgan Stanley
9
Morgan Stanley
New York
$432K -$42.4K -968 -9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$410K +$47.7K +1,092 +13%
WBG
11
Wharton Business Group
Pennsylvania
$293K – – –
VFA
12
Voya Financial Advisors
Connecticut
$284K +$284K +6,550 New
CA
13
Cetera Advisors
Colorado
$279K – – –
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$270K +$270K +6,170 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$222K +$436 +10 +0.2%
Bank of America
16
Bank of America
North Carolina
$197K – – –
S
17
SignatureFD
Georgia
$197K – – –
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$154K +$149K +3,414 +2,845%
UBS Group
19
UBS Group
Switzerland
$130K -$151K -3,442 -54%
Wells Fargo
20
Wells Fargo
California
$74K +$87 +2 +0.1%
William Blair & Company
21
William Blair & Company
Illinois
$62K +$87 +2 +0.1%
AG
22
Advisor Group
Arizona
$44K – – –
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$28K – – –
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.74K – – –
LWA
25
Lowe Wealth Advisors
Maryland
$5K – – –
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