WisdomTree US Value Fund
WTV
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.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
34% more capital invested
Capital invested by funds: $38.8M → $52.1M (+$13.3M)
22% more funds holding
Funds holding: 32 → 39 (+7)
6.38% more ownership
Funds ownership: 48.05% → 54.43% (+6.4%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$1.99M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.46M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.05M |
| 4 |
Morgan Stanley
New York
|
+$725K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$705K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.49M |
| 2 |
MCM
Murphy Capital Management
Bedminster,
New Jersey
|
-$464K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$301K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$81.9K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$70.1K |
WTV Hedge Fund Activity: Q4 2021 in Review
39 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q4 2021, worth a combined $52.1M — up 34% from $38.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WTV positions and 3 closed out — a net gain of 7 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $1.99M. The largest seller was Truist Financial, cutting an estimated $2.49M.
- 39 institutional investors held WisdomTree US Value Fund (WTV) as of Q4 2021, up from 32 in Q3 2021.
- Funds reported $52.1M of WisdomTree US Value Fund stock for Q4 2021, up 34% quarter-over-quarter.
- 10 funds opened new WisdomTree US Value Fund positions in Q4 2021 and 3 closed out, a net change of +7 holders.
- The largest WisdomTree US Value Fund buyer in Q4 2021 was Rockefeller Capital Management, an estimated $1.99M added.
- The largest WisdomTree US Value Fund seller in Q4 2021 was Truist Financial, an estimated $2.49M sold.
Based on aggregated 13F filings for Q4 2021.