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WisdomTree US Value Fund

32 hedge funds and large institutions have $38.8M invested in WisdomTree US Value Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M +$3.26M +54,971 +27%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.49M +$4.22M +71,052 +1,517%
BDF
3
Balasa Dinverno & Foltz
$3.11M -$154K -2,595 -5%
Truist Financial
4
Truist Financial
North Carolina
$2.66M -$13.1K -220 -0.5%
Stifel Financial
5
Stifel Financial
Missouri
$2.11M +$2.11M +35,564 New
RW
6
RVW Wealth
California
$2M -$4.06K -57 -0.2%
LPL Financial
7
LPL Financial
California
$1.79M +$1.18M +19,843 +193%
LWAC
8
Laurel Wealth Advisors (California)
California
$1.13M +$294K +4,952 +35%
SWP
9
Stratos Wealth Partners
Ohio
$1.08M +$115K +1,931 +12%
FTUS
10
Flow Traders U.S.
New York
$713K +$713K +12,015 New
Morgan Stanley
11
Morgan Stanley
New York
$661K -$15.1K -254 -2%
MCM
12
Murphy Capital Management
New Jersey
$464K -$37.7K -635 -8%
WBG
13
Wharton Business Group
Pennsylvania
$398K +$398K +6,710 New
Cerity Partners
14
Cerity Partners
New York
$375K
CAN
15
Cetera Advisor Networks
California
$362K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$306K +$533 +9 +0.2%
CA
17
Cetera Advisors
Colorado
$301K +$301K +5,080 New
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$268K +$268K +4,520 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$254K +$254K +4,282 New
Betterment LLC
20
Betterment LLC
New York
$237K +$7.71K +130 +3%
CIM
21
Cambria Investment Management
California
$236K +$7.6K +128 +3%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$175K -$18.7K -316 -10%
TC
23
Tacita Capital
Ontario, Canada
$104K
Wells Fargo
24
Wells Fargo
California
$90K -$10.2K -172 -10%
AA
25
Ancora Advisors
Ohio
$50K