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WisdomTree US Value Fund

26 hedge funds and large institutions have $53.5M invested in WisdomTree US Value Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-7
Holders Change %
-21.21%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
3
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$22.2M +$22.2M +685,092 New
PWS
2
Private Wealth Strategies
Ohio
$8.67M +$80K +2,476 +0.9%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$7.61M
RW
4
RVW Wealth
California
$6.97M +$6.97M +215,220 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.89M -$1.06M -32,632 -36%
BDF
6
Balasa Dinverno & Foltz
$1.68M -$7.64K -236 -0.5%
Citadel Advisors
7
Citadel Advisors
Florida
$1.34M +$306K +9,460 +29%
VFA
8
Voya Financial Advisors
Connecticut
$610K -$94.2K -2,846 -13%
MCM
9
Murphy Capital Management
New Jersey
$363K -$35.5K -1,100 -9%
Morgan Stanley
10
Morgan Stanley
New York
$274K -$42.3K -1,306 -13%
Betterment LLC
11
Betterment LLC
New York
$273K -$184K -5,684 -40%
CIM
12
Cambria Investment Management
California
$272K +$272K +8,406 New
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$230K -$20.4K -630 -8%
WBG
14
Wharton Business Group
Pennsylvania
$217K
CA
15
Cetera Advisors
Colorado
$207K
Osaic Holdings
16
Osaic Holdings
Arizona
$190K +$190K +5,866 New
Bank of America
17
Bank of America
North Carolina
$148K
S
18
SignatureFD
Georgia
$148K
Wells Fargo
19
Wells Fargo
California
$55K
WCG
20
Weaver Consulting Group
California
$54K
William Blair & Company
21
William Blair & Company
Illinois
$46K
AA
22
Ancora Advisors
Ohio
$28K
US Bancorp
23
US Bancorp
Minnesota
$19K
VCS
24
Vaughan & Co Securities
New Jersey
$12.9K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9K +$2.06K +64 +30%