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WisdomTree US Value Fund

39 hedge funds and large institutions have $52.1M invested in WisdomTree US Value Fund in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
10
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
$17.9M +$1.5M +23,611 +9%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$7.84M +$7.84M +123,731 New
Osaic Holdings
3
Osaic Holdings
Arizona
$5.04M +$242K +3,824 +5%
BDF
4
Balasa Dinverno & Foltz
$3.31M -$10.1K -159 -0.3%
LPL Financial
5
LPL Financial
California
$2.99M +$1.08M +16,967 +56%
Stifel Financial
6
Stifel Financial
Missouri
$2.18M -$71.7K -1,131 -3%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$2.03M +$2.03M +32,102 New
RW
8
RVW Wealth
California
$1.75M -$31.8K -502 -2%
Morgan Stanley
9
Morgan Stanley
New York
$1.45M +$741K +11,691 +105%
LWAC
10
Laurel Wealth Advisors (California)
California
$1.24M +$36K +568 +3%
SWP
11
Stratos Wealth Partners
Ohio
$1.17M +$21.4K +337 +2%
FTUS
12
Flow Traders U.S.
New York
$760K -$1.33K -21 -0.2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$720K +$720K +11,362 New
WBG
14
Wharton Business Group
Pennsylvania
$425K
Cerity Partners
15
Cerity Partners
New York
$400K
CAN
16
Cetera Advisor Networks
California
$369K -$17.7K -279 -5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$328K +$570 +9 +0.2%
Truist Financial
18
Truist Financial
North Carolina
$294K -$2.55M -40,223 -90%
OBGC
19
O'Brien Greene & Co
Pennsylvania
$285K +$285K +4,500 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$279K +$8.1K +128 +3%
Betterment LLC
21
Betterment LLC
New York
$221K -$31.8K -502 -13%
CIM
22
Cambria Investment Management
California
$220K -$31.7K -500 -13%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$203K -$83.6K -1,320 -29%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$182K -$5.2K -82 -3%
TC
25
Tacita Capital
Ontario, Canada
$112K