WisdomTree US Value Fund
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
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
11.14% more ownership
Funds ownership: 53.09% → 64.23% (+11%)
7% more funds holding
Funds holding: 43 → 46 (+3)
Holders
46
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$15.3M | |
| 2 | +$8.41M | |
| 3 | +$7.49M | |
| 4 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
+$2.06M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$808K |
Top Sellers
| 1 | -$5.23M | |
| 2 | -$684K | |
| 3 | -$400K | |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$234K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$230K |