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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
43
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.59M | |
| 2 | +$2.94M | |
| 3 | +$687K | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$666K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$379K |
Top Sellers
| 1 | -$15.3M | |
| 2 | -$7.49M | |
| 3 | -$4.47M | |
| 4 |
Rockefeller Capital Management
New York
|
-$894K |
| 5 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
-$462K |