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WisdomTree US Value Fund

43 hedge funds and large institutions have $62.4M invested in WisdomTree US Value Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
9
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$14.7M -$1.34M -23,417 -8%
PWS
2
Private Wealth Strategies
Ohio
$9.96M +$273K +4,796 +3%
Morgan Stanley
3
Morgan Stanley
New York
$7.82M +$329K +5,776 +4%
LPL Financial
4
LPL Financial
California
$7.81M +$2.91M +50,962 +59%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$6.56M -$97.9K -1,717 -1%
CCM
6
Carlson Capital Management
Minnesota
$2.07M -$3.15M -55,269 -60%
Stifel Financial
7
Stifel Financial
Missouri
$1.94M +$285 +5 +0%
RW
8
RVW Wealth
California
$1.56M -$13.6K -238 -0.9%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$1.24M -$119K -2,087 -9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.05M +$53.8K +943 +5%
SWP
11
Stratos Wealth Partners
Ohio
$877K -$64.9K -1,139 -7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$725K +$725K +12,710 New
FTUS
13
Flow Traders U.S.
New York
$684K
Osaic Holdings
14
Osaic Holdings
Arizona
$639K -$24K -420 -4%
CAN
15
Cetera Advisor Networks
California
$509K -$334K -5,862 -40%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$401K +$63K +1,103 +19%
WBG
17
Wharton Business Group
Pennsylvania
$383K
PGFC
18
Peapack-Gladstone Financial Corp
New Jersey
$382K -$8.61K -151 -2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$328K +$3.42K +60 +1%
MHS
20
M Holdings Securities
Oregon
$310K
OBGC
21
O'Brien Greene & Co
Pennsylvania
$257K -$514K -9,000 -67%
VBFP
22
Valtinson Bruner Financial Planning
Minnesota
$249K +$249K +4,142 New
Citadel Advisors
23
Citadel Advisors
Florida
$235K +$235K +4,128 New
DAS
24
Dynamic Advisor Solutions
Arizona
$234K -$93.1K -1,632 -28%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$224K +$224K +3,923 New