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WisdomTree US Value Fund
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Overview Fund Activity

33 hedge funds and large institutions have $35.8M invested in WisdomTree US Value Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
7
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.52M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.34M
3
VFA
Voya Financial Advisors
Connecticut
+$696K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$218K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$214K

Top Sellers

1
CIM
Cambria Investment Management
California
-$665K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$425K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$270K
4
UBS Group
UBS Group
Switzerland
-$130K
5
BDF
Balasa Dinverno & Foltz
-$105K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$12.6M +$12.6M +265,746 New
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$7.61M – – –
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.32M +$1.34M +28,260 +45%
BDF
4
Balasa Dinverno & Foltz
$2.48M -$105K -2,206 -4%
SMG
5
Smart Money Group
Texas
$1.97M -$49.8K -1,050 -2%
Citadel Advisors
6
Citadel Advisors
Florida
$1.52M +$1.52M +32,072 New
VFA
7
Voya Financial Advisors
Connecticut
$1.01M +$696K +14,720 +225%
Betterment LLC
8
Betterment LLC
New York
$669K -$38.9K -820 -5%
MCM
9
Murphy Capital Management
New Jersey
$585K -$4.27K -90 -0.7%
Morgan Stanley
10
Morgan Stanley
New York
$463K -$4.83K -102 -1%
PFGIA
11
Patriot Financial Group Insurance Agency
Massachusetts
$367K +$200K +4,214 +119%
WBG
12
Wharton Business Group
Pennsylvania
$318K – – –
CA
13
Cetera Advisors
Colorado
$304K – – –
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$242K +$379 +8 +0.2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$218K +$218K +4,592 New
Bank of America
16
Bank of America
North Carolina
$216K +$2.18K +46 +1%
S
17
SignatureFD
Georgia
$216K +$2.18K +46 +1%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$214K +$214K +4,520 New
Wells Fargo
19
Wells Fargo
California
$81K -$191 -4 -0.2%
WCG
20
Weaver Consulting Group
California
$73K +$73K +1,674 New
William Blair & Company
21
William Blair & Company
Illinois
$68K – – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$66K -$12.2K -9,454 -16%
AG
23
Advisor Group
Arizona
$48K +$1.4K +30 +3%
AA
24
Ancora Advisors
Ohio
$40K +$40K +850 New
IFWM
25
Institute for Wealth Management
Colorado
$38K +$38K +800 New
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