WisdomTree US Value Fund
30 hedge funds and large institutions have $34.4M invested in WisdomTree US Value Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
79.73% less ownership
Funds ownership: 130.6% → 50.87% (-80%)
Holders
30
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.69M | |
| 2 | +$970K | |
| 3 | +$364K | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$295K |
| 5 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$262K |
Top Sellers
| 1 | -$7.61M | |
| 2 | -$612K | |
| 3 | -$378K | |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$306K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$269K |