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.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
7% less funds holding
Funds holding: 46 → 43 (-3)
10.55% less ownership
Funds ownership: 64.23% → 53.68% (-11%)
17% less capital invested
Capital invested by funds: $93.4M → $77.9M (-$15.5M)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.38M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$2.76M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$647K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$627K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$356K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$15.3M |
| 2 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$7.49M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.2M |
| 4 |
Rockefeller Capital Management
New York
|
-$841K |
| 5 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
-$462K |
WTV Hedge Fund Activity: Q2 2023 in Review
43 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q2 2023, worth a combined $77.9M — down 17% from $93.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WTV and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 17 added.
The largest buyer was Citadel Advisors, adding an estimated $3.38M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $15.3M sold.
- 43 institutional investors held WisdomTree US Value Fund (WTV) as of Q2 2023, down from 46 in Q1 2023.
- Funds reported $77.9M of WisdomTree US Value Fund stock for Q2 2023, down 17% quarter-over-quarter.
- 4 funds opened new WisdomTree US Value Fund positions in Q2 2023 and 6 closed out, a net change of -2 holders.
- The largest WisdomTree US Value Fund buyer in Q2 2023 was Citadel Advisors, an estimated $3.38M added.
- The largest WisdomTree US Value Fund seller in Q2 2023 was Kestra Advisory Services, an estimated $15.3M sold.
Based on aggregated 13F filings for Q2 2023.