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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
Holders
37
Holders Change
-7
Holders Change %
-15.91%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
3
Increased
11
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$14.4M +$212K +4,159 +1%
PWS
2
Private Wealth Strategies
Ohio
$8.67M +$61.8K +1,210 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$6.71M -$1.19M -23,400 -15%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$5.96M -$195K -3,818 -3%
CCM
5
Carlson Capital Management
Minnesota
$4.67M +$3.16M +62,002 +210%
LPL Financial
6
LPL Financial
California
$4.39M -$227K -4,453 -5%
BDF
7
Balasa Dinverno & Foltz
$2.66M -$459 -9 -0%
Stifel Financial
8
Stifel Financial
Missouri
$1.74M -$102K -2,005 -6%
RW
9
RVW Wealth
California
$1.41M
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$1.22M -$293K -5,737 -19%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$894K +$9.28K +182 +1%
SWP
12
Stratos Wealth Partners
Ohio
$843K -$131K -2,568 -13%
GVAG
13
Great Valley Advisor Group
Delaware
$764K +$764K +14,971 New
CAN
14
Cetera Advisor Networks
California
$755K +$114K +2,224 +18%
OBGC
15
O'Brien Greene & Co
Pennsylvania
$689K +$459K +9,000 +200%
FTUS
16
Flow Traders U.S.
New York
$612K
Osaic Holdings
17
Osaic Holdings
Arizona
$592K +$1.78K +35 +0.3%
PGFC
18
Peapack-Gladstone Financial Corp
New Jersey
$350K +$350K +6,851 New
WBG
19
Wharton Business Group
Pennsylvania
$342K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$302K +$21.5K +422 +8%
DAS
21
Dynamic Advisor Solutions
Arizona
$293K -$3.21K -63 -1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$291K +$24.7K +484 +9%
MHS
23
M Holdings Securities
Oregon
$277K
Betterment LLC
24
Betterment LLC
New York
$203K
Wells Fargo
25
Wells Fargo
California
$77K