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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
Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.2M +$295K +4,933 +2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$7.61M -$7.61M -127,292 -50%
BDF
3
Balasa Dinverno & Foltz
$3.29M
Truist Financial
4
Truist Financial
North Carolina
$2.7M +$2.7M +45,088 New
RW
5
RVW Wealth
California
$2M -$90.8K -1,276 -4%
SWP
6
Stratos Wealth Partners
Ohio
$970K +$970K +16,225 New
LWAC
7
Laurel Wealth Advisors (California)
California
$838K +$262K +4,392 +46%
Morgan Stanley
8
Morgan Stanley
New York
$681K -$13.9K -232 -2%
LPL Financial
9
LPL Financial
California
$616K -$223K -3,722 -27%
Citadel Advisors
10
Citadel Advisors
Florida
$569K -$5.2K -87 -0.9%
MCM
11
Murphy Capital Management
New Jersey
$505K
Cerity Partners
12
Cerity Partners
New York
$377K
CAN
13
Cetera Advisor Networks
California
$364K +$364K +6,098 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$308K +$537 +9 +0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$279K +$30.9K +518 +12%
Betterment LLC
16
Betterment LLC
New York
$231K -$1.2K -20 -0.5%
CIM
17
Cambria Investment Management
California
$230K -$1.02K -17 -0.4%
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$195K
TC
19
Tacita Capital
Ontario, Canada
$105K
Wells Fargo
20
Wells Fargo
California
$101K -$60 -1 -0.1%
UBS Group
21
UBS Group
Switzerland
$60K +$58.9K +989 +5,494%
AWM
22
Accel Wealth Management
Iowa
$55K
AA
23
Ancora Advisors
Ohio
$51K
GWM
24
Geneos Wealth Management
Colorado
$48K -$2.4K -40 -5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$13K