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WisdomTree US Value Fund

43 hedge funds and large institutions have $77.9M invested in WisdomTree US Value Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
17
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.9M -$43.9K -701 -0.3%
LPL Financial
2
LPL Financial
California
$13.1M -$4.47M -71,387 -25%
PWS
3
Private Wealth Strategies
Ohio
$11.2M +$162K +2,595 +1%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.97M -$67.8K -1,084 -1%
CCM
5
Carlson Capital Management
Minnesota
$4.77M +$304K +4,866 +7%
Citadel Advisors
6
Citadel Advisors
Florida
$3.86M +$3.59M +57,398 +1,321%
Stifel Financial
7
Stifel Financial
Missouri
$3.33M +$379K +6,054 +13%
Morgan Stanley
8
Morgan Stanley
New York
$3M -$2.32K -37 -0.1%
Corient Private Wealth
9
Corient Private Wealth
Florida
$2.94M +$2.94M +46,947 New
RW
10
RVW Wealth
California
$1.71M +$188 +3 +0%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.54M +$309K +4,937 +25%
CAN
12
Cetera Advisor Networks
California
$1.28M +$687K +10,989 +116%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.03M +$666K +10,652 +181%
SWP
14
Stratos Wealth Partners
Ohio
$998K +$230K +3,671 +30%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$888K -$414K -6,611 -32%
Osaic Holdings
16
Osaic Holdings
Arizona
$705K -$274K -4,387 -28%
Wells Fargo
17
Wells Fargo
California
$432K +$63 +1 +0%
WBG
18
Wharton Business Group
Pennsylvania
$420K
PGFC
19
Peapack-Gladstone Financial Corp
New Jersey
$414K +$1.25K +20 +0.3%
EH
20
Equitable Holdings
New York
$413K -$21.8K -348 -5%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$362K -$894K -14,293 -71%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$360K -$49.5K -792 -12%
MHS
23
M Holdings Securities
Oregon
$340K
OBGC
24
O'Brien Greene & Co
Pennsylvania
$281K
Betterment LLC
25
Betterment LLC
New York
$256K +$41.1K +658 +19%