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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
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
15
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$17.1M +$4.16M +67,352 +32%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$15.4M -$315K -5,104 -2%
PWS
3
Private Wealth Strategies
Ohio
$11.1M +$45.3K +734 +0.4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.71M -$171K -2,761 -2%
TFG
5
Team Financial Group
California
$5.23M +$5.23M +84,607 New
CCM
6
Carlson Capital Management
Minnesota
$4.67M -$42.1K -682 -0.9%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.66M +$2.79M +45,119 +318%
Stifel Financial
8
Stifel Financial
Missouri
$3.33M +$46.7K +756 +1%
Morgan Stanley
9
Morgan Stanley
New York
$2.97M +$9.08K +147 +0.3%
Corient Private Wealth
10
Corient Private Wealth
Florida
$2.89M -$8.22K -133 -0.3%
PAG
11
Private Advisor Group
New Jersey
$2.46M +$2.46M +39,859 New
KA
12
Kovack Advisors
Florida
$1.74M +$1.74M +28,146 New
RW
13
RVW Wealth
California
$1.69M -$185 -3 -0%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.67M +$147K +2,381 +10%
CAN
15
Cetera Advisor Networks
California
$1.65M +$383K +6,208 +30%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.36M +$663K +10,739 +95%
RJA
17
Raymond James & Associates
Florida
$1.32M +$1.32M +21,293 New
KAS
18
Kestra Advisory Services
Texas
$1.14M +$1.14M +18,535 New
SWP
19
Stratos Wealth Partners
Ohio
$994K +$8.77K +142 +0.9%
EH
20
Equitable Holdings
New York
$750K +$342K +5,529 +84%
ATPW
21
Ashton Thomas Private Wealth
Arizona
$443K +$215K +3,477 +94%
WBG
22
Wharton Business Group
Pennsylvania
$414K
PGFC
23
Peapack-Gladstone Financial Corp
New Jersey
$409K
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$392K +$37.1K +600 +10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$318K +$318K +5,153 New