WisdomTree US Value Fund
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.
34% more capital invested
Capital invested by funds: $52.1M → $69.6M (+$17.5M)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
6.32% more ownership
Funds ownership: 54.43% → 60.75% (+6.3%)
0% more funds holding
Funds holding: 39 → 39 (0)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$10.1M |
| 2 |
Morgan Stanley
New York
|
+$6.24M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.81M |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$956K |
| 5 |
GAM
Garrison Asset Management
Fayetteville,
Arkansas
|
+$575K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$1.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$720K |
| 3 |
Cerity Partners
New York
|
-$400K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$294K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$202K |
WTV Hedge Fund Activity: Q1 2022 in Review
39 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q1 2022, worth a combined $69.6M — up 34% from $52.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WTV positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Private Wealth Strategies, opening a new position worth an estimated $10.1M. The largest seller was Laurel Wealth Advisors (California), exiting entirely with an estimated $1.24M sold.
- 39 institutional investors held WisdomTree US Value Fund (WTV) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $69.6M of WisdomTree US Value Fund stock for Q1 2022, up 34% quarter-over-quarter.
- 7 funds opened new WisdomTree US Value Fund positions in Q1 2022 and 6 closed out, a net change of +1 holder.
- The largest WisdomTree US Value Fund buyer in Q1 2022 was Private Wealth Strategies, an estimated $10.1M added.
- The largest WisdomTree US Value Fund seller in Q1 2022 was Laurel Wealth Advisors (California), an estimated $1.24M sold.
Based on aggregated 13F filings for Q1 2022.