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WisdomTree US Value Fund

29 hedge funds and large institutions have $26.6M invested in WisdomTree US Value Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
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
$5.01M -$825K -16,728 -14%
LPL Financial
3
LPL Financial
California
$2.81M -$31.3M -634,822 -92%
BDF
4
Balasa Dinverno & Foltz
$2.69M +$66.3K +1,344 +3%
Citadel Advisors
5
Citadel Advisors
Florida
$2.5M -$1.67M -33,948 -40%
RW
6
RVW Wealth
California
$1M -$2.11K -62 -0.2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$855K +$483K +9,792 +130%
MCM
8
Murphy Capital Management
New Jersey
$425K -$30.6K -620 -7%
Morgan Stanley
9
Morgan Stanley
New York
$405K -$60.4K -1,226 -13%
Betterment LLC
10
Betterment LLC
New York
$380K -$50.3K -1,018 -12%
CIM
11
Cambria Investment Management
California
$378K -$50.2K -1,018 -12%
WBG
12
Wharton Business Group
Pennsylvania
$331K
Cerity Partners
13
Cerity Partners
New York
$312K +$312K +6,314 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$253K +$492 +10 +0.2%
UBS Group
15
UBS Group
Switzerland
$241K +$159K +3,220 +192%
Bank of America
16
Bank of America
North Carolina
$236K -$6.31K -128 -3%
S
17
SignatureFD
Georgia
$236K -$6.31K -128 -3%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$223K +$223K +4,520 New
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$193K -$19.4K -392 -9%
TC
20
Tacita Capital
Ontario, Canada
$87K +$87K +1,760 New
Wells Fargo
21
Wells Fargo
California
$83K
Osaic Holdings
22
Osaic Holdings
Arizona
$78K -$194K -3,932 -71%
William Blair & Company
23
William Blair & Company
Illinois
$64K
GWM
24
Geneos Wealth Management
Colorado
$45K +$2.14K +40 +5%
AWM
25
Accel Wealth Management
Iowa
$45K +$45K +920 New