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WisdomTree US Value Fund
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Overview Fund Activity

44 hedge funds and large institutions have $59.8M invested in WisdomTree US Value Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
13
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$8.21M
2
CCM
Carlson Capital Management
Minnesota
$1.57M
3
LPL Financial
LPL Financial
California
$4.8M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$919K
5
Citadel Advisors
Citadel Advisors
Florida
$290K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$613K
2
GAM
Garrison Asset Management
Arkansas
$0
3
DAS
Dynamic Advisor Solutions
Arizona
$308K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$14.7M -$162K -3,062 -1%
PWS
2
Private Wealth Strategies
Ohio
$8.94M +$241K +4,544 +3%
Morgan Stanley
3
Morgan Stanley
New York
$8.21M +$1.63M +30,703 +25%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.39M +$3.76K +71 +0.1%
LPL Financial
5
LPL Financial
California
$4.8M +$746K +14,073 +18%
BDF
6
Balasa Dinverno & Foltz
$2.76M – – –
Stifel Financial
7
Stifel Financial
Missouri
$1.91M +$7.85K +148 +0.4%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$1.57M -$19.3K -364 -1%
CCM
9
Carlson Capital Management
Minnesota
$1.57M +$1.57M +29,527 New
RW
10
RVW Wealth
California
$1.46M -$848 -16 -0.1%
SWP
11
Stratos Wealth Partners
Ohio
$1.01M -$5.09K -96 -0.5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$919K +$474K +8,939 +106%
CAN
13
Cetera Advisor Networks
California
$666K +$39K +735 +6%
FTUS
14
Flow Traders U.S.
New York
$636K – – –
Osaic Holdings
15
Osaic Holdings
Arizona
$613K -$3.68M -69,479 -86%
MCM
16
Murphy Capital Management
New Jersey
$367K -$2.64K -50 -0.7%
WBG
17
Wharton Business Group
Pennsylvania
$356K – – –
DAS
18
Dynamic Advisor Solutions
Arizona
$308K -$515K -9,716 -63%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$291K +$44.2K +836 +18%
Citadel Advisors
20
Citadel Advisors
Florida
$290K +$290K +5,463 New
MHS
21
M Holdings Securities
Oregon
$288K – – –
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$276K +$44.1K +833 +19%
OBGC
23
O'Brien Greene & Co
Pennsylvania
$239K – – –
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$205K +$205K +3,877 New
Betterment LLC
25
Betterment LLC
New York
$203K +$21.2K +400 +12%
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