WisdomTree US Value Fund
WTV
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.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
6% more capital invested
Capital invested by funds: $20.9M → $22.2M (+$1.28M)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
6.96% less ownership
Funds ownership: 124.65% → 117.68% (-7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.59M |
| 2 |
SMG
Smart Money Group
Eastland,
Texas
|
+$1.85M |
| 3 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
+$284K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$267K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$148K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.21M |
| 2 |
SG Americas Securities
New York
|
-$1.01M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$354K |
| 4 |
LPL Financial
San Diego,
California
|
-$263K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$149K |
WTV Hedge Fund Activity: Q3 2019 in Review
27 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q3 2019, worth a combined $22.2M — up 6.1% from $20.9M a quarter earlier.
Fund positioning in WTV was balanced in Q3 2019: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 4 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $2.59M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.21M sold.
- 27 institutional investors held WisdomTree US Value Fund (WTV) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $22.2M of WisdomTree US Value Fund stock for Q3 2019, up 6.1% quarter-over-quarter.
- 4 funds opened new WisdomTree US Value Fund positions in Q3 2019 and 4 closed out, a net change of 0 holders.
- The largest WisdomTree US Value Fund buyer in Q3 2019 was Ladenburg Thalmann Financial Services, an estimated $2.59M added.
- The largest WisdomTree US Value Fund seller in Q3 2019 was Citadel Advisors, an estimated $2.21M sold.
Based on aggregated 13F filings for Q3 2019.