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WisdomTree US Value Fund
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Overview Fund Activity

39 hedge funds and large institutions have $69.6M invested in WisdomTree US Value Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
10
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
Private Wealth Strategies
Ohio
+$10.1M
2
Morgan Stanley
Morgan Stanley
New York
+$6.24M
3
LPL Financial
LPL Financial
California
+$1.81M
4
DAS
Dynamic Advisor Solutions
Arizona
+$956K
5
GAM
Garrison Asset Management
Arkansas
+$925K

Top Sellers

1
LWAC
Laurel Wealth Advisors (California)
California
-$1.24M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$720K
3
Cerity Partners
Cerity Partners
New York
-$400K
4
Truist Financial
Truist Financial
North Carolina
-$294K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$202K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$17.3M -$62.1K -1,009 -0.4%
PWS
2
Private Wealth Strategies
Ohio
$10.1M +$10.1M +164,036 New
Morgan Stanley
3
Morgan Stanley
New York
$7.65M +$6.24M +101,306 +444%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$7.42M -$202K -3,280 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.99M +$92.2K +1,497 +2%
LPL Financial
6
LPL Financial
California
$4.71M +$1.81M +29,341 +62%
BDF
7
Balasa Dinverno & Foltz
$3.21M -$5.73K -93 -0.2%
Stifel Financial
8
Stifel Financial
Missouri
$2.21M +$89.2K +1,448 +4%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$1.85M -$130K -2,115 -7%
RW
10
RVW Wealth
California
$1.7M – – –
SWP
11
Stratos Wealth Partners
Ohio
$1.18M +$42.4K +688 +4%
DAS
12
Dynamic Advisor Solutions
Arizona
$956K +$956K +15,523 New
GAM
13
Garrison Asset Management
Arkansas
$925K +$925K +9,341 New
FTUS
14
Flow Traders U.S.
New York
$739K – – –
CAN
15
Cetera Advisor Networks
California
$729K +$370K +6,012 +103%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$517K +$198K +3,226 +62%
MCM
17
Murphy Capital Management
New Jersey
$430K +$430K +6,990 New
WBG
18
Wharton Business Group
Pennsylvania
$413K – – –
MHS
19
M Holdings Securities
Oregon
$335K +$335K +5,434 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$287K +$287K +4,663 New
OBGC
21
O'Brien Greene & Co
Pennsylvania
$277K – – –
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$270K -$2.1K -34 -0.8%
Betterment LLC
23
Betterment LLC
New York
$211K -$3.94K -64 -2%
CIM
24
Cambria Investment Management
California
$210K -$3.94K -64 -2%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$197K – – –
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