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WisdomTree US Value Fund
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Overview Fund Activity

46 hedge funds and large institutions have $92.3M invested in WisdomTree US Value Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
15
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$15.3M
2
LPL Financial
LPL Financial
California
+$8.41M
3
WWM
WJ Wealth Management
Arizona
+$7.49M
4
CCM
Carlson Capital Management
Minnesota
+$2.06M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$808K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.23M
2
FTUS
Flow Traders U.S.
New York
-$684K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$400K
4
DAS
Dynamic Advisor Solutions
Arizona
-$234K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$230K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$16.4M +$8.41M +143,412 +105%
KAS
2
Kestra Advisory Services
Texas
$15.3M +$15.3M +260,751 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.9M -$230K -3,921 -2%
PWS
4
Private Wealth Strategies
Ohio
$10.4M +$145K +2,472 +1%
WWM
5
WJ Wealth Management
Arizona
$7.49M +$7.49M +127,723 New
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$6.6M -$144K -2,455 -2%
CCM
7
Carlson Capital Management
Minnesota
$4.19M +$2.06M +35,188 +97%
Morgan Stanley
8
Morgan Stanley
New York
$2.81M -$5.23M -89,242 -65%
Stifel Financial
9
Stifel Financial
Missouri
$2.77M +$771K +13,152 +39%
RW
10
RVW Wealth
California
$1.6M – – –
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.22M +$808K +13,783 +196%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$1.18M -$101K -1,720 -8%
Osaic Holdings
13
Osaic Holdings
Arizona
$918K +$262K +4,462 +40%
SWP
14
Stratos Wealth Partners
Ohio
$720K -$182K -3,097 -20%
CAN
15
Cetera Advisor Networks
California
$558K +$34.4K +586 +7%
DIA
16
Dana Investment Advisors
Wisconsin
$462K +$462K +7,885 New
EH
17
Equitable Holdings
New York
$408K +$408K +6,955 New
Wells Fargo
18
Wells Fargo
California
$405K +$316K +5,387 +356%
PGFC
19
Peapack-Gladstone Financial Corp
New Jersey
$399K -$6.05K -100 -1%
WBG
20
Wharton Business Group
Pennsylvania
$393K – – –
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$383K +$46.1K +786 +14%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$345K -$400K -6,823 -54%
MHS
23
M Holdings Securities
Oregon
$319K – – –
OBGC
24
O'Brien Greene & Co
Pennsylvania
$264K – – –
Citadel Advisors
25
Citadel Advisors
Florida
$255K +$12.8K +218 +5%
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