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WisdomTree US Value Fund
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Overview Fund Activity

59 hedge funds and large institutions have $125M invested in WisdomTree US Value Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+14
Holders Change %
+31.11%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
19
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.1M
2
LPL Financial
LPL Financial
California
+$3.55M
3
AWM
AE Wealth Management
Kansas
+$2.54M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.82M
5
KA
Kovack Advisors
Florida
+$1.51M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$2.46M
2
Stifel Financial
Stifel Financial
Missouri
-$730K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$628K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$323K
5
Corient Private Wealth
Corient Private Wealth
Florida
-$113K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$22.5M +$3.55M +51,755 +19%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.4M -$628K -9,157 -4%
Morgan Stanley
3
Morgan Stanley
New York
$13.4M +$10.1M +148,054 +308%
PWS
4
Private Wealth Strategies
Ohio
$12.4M +$58.6K +855 +0.5%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$7.13M -$323K -4,714 -4%
TFG
6
Team Financial Group
California
$6.1M +$305K +4,455 +5%
CCM
7
Carlson Capital Management
Minnesota
$5.38M +$193K +2,822 +4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.13M +$60.8K +887 +1%
KA
9
Kovack Advisors
Florida
$3.44M +$1.51M +22,083 +78%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.35M +$1.51M +21,964 +81%
Corient Private Wealth
11
Corient Private Wealth
Florida
$3.1M -$113K -1,651 -4%
Stifel Financial
12
Stifel Financial
Missouri
$2.97M -$730K -10,646 -20%
AWM
13
AE Wealth Management
Kansas
$2.54M +$2.54M +36,684 New
CAN
14
Cetera Advisor Networks
California
$2.45M +$624K +9,100 +34%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.16M +$651K +9,506 +43%
RW
16
RVW Wealth
California
$1.87M – – –
KAS
17
Kestra Advisory Services
Texas
$1.82M +$552K +8,049 +43%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.82M +$1.82M +26,560 New
RJA
19
Raymond James & Associates
Florida
$1.73M +$268K +3,915 +18%
SWP
20
Stratos Wealth Partners
Ohio
$998K -$105K -1,526 -9%
EH
21
Equitable Holdings
New York
$959K +$128K +1,863 +15%
ATPW
22
Ashton Thomas Private Wealth
Arizona
$664K +$173K +2,522 +35%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$656K +$303K +4,420 +86%
GLA
24
Good Life Advisors
Pennsylvania
$465K +$234K +3,408 +101%
WBG
25
Wharton Business Group
Pennsylvania
$460K – – –
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