WisdomTree US Value Fund
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
6.96% less ownership
Funds ownership: 124.65% → 117.68% (-7%)
Holders
27
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.62M | |
| 2 | +$1.86M | |
| 3 | +$284K | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$270K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$149K |
Top Sellers
| 1 | -$2.21M | |
| 2 | -$1.01M | |
| 3 | -$357K | |
| 4 |
LPL Financial
San Diego,
California
|
-$263K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$151K |