WisdomTree US Value Fund
45 hedge funds and large institutions have $91.9M invested in WisdomTree US Value Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
6.29% more ownership
Funds ownership: 53.68% → 59.97% (+6.3%)
5% more funds holding
Funds holding: 43 → 45 (+2)
Holders
45
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$4.16M | |
| 2 | +$2.79M | |
| 3 | +$2.46M | |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$1.74M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.32M |
Top Sellers
| 1 | -$3.86M | |
| 2 | -$1.03M | |
| 3 | -$414K | |
| 4 |
Rockefeller Capital Management
New York
|
-$362K |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$340K |