WisdomTree US Value Fund
37 hedge funds and large institutions have $59.5M invested in WisdomTree US Value Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Holders
37
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.16M | |
| 2 | +$764K | |
| 3 | +$459K | |
| 4 |
PGFC
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
+$350K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$212K |
Top Sellers
| 1 | -$1.19M | |
| 2 | -$293K | |
| 3 | -$290K | |
| 4 |
LPL Financial
San Diego,
California
|
-$227K |
| 5 |
JPMPWA
J.P. Morgan Private Wealth Advisors
San Francisco,
California
|
-$205K |