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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
7.9% less ownership
Funds ownership: 60.99% → 53.09% (-7.9%)
40% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 15
Holders
43
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.91M | |
| 2 | +$725K | |
| 3 | +$329K | |
| 4 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$273K |
| 5 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$249K |
Top Sellers
| 1 | -$3.15M | |
| 2 | -$1.34M | |
| 3 | -$764K | |
| 4 |
OBGC
O'Brien Greene & Co
Media,
Pennsylvania
|
-$514K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$334K |