WisdomTree US Value Fund
WTV
66 hedge funds and large institutions have $168M invested in WisdomTree US Value Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
34% more capital invested
Capital invested by funds: $125M → $168M (+$43M)
12% more funds holding
Funds holding: 59 → 66 (+7)
1.9% less ownership
Funds ownership: 62.74% → 60.85% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
+$13.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.46M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.97M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.05M |
| 5 |
JP Morgan Chase
New York
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.75M |
| 2 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$4.99M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$880K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$479K |
| 5 |
PA
Prism Advisors
Studio City,
California
|
-$289K |
WTV Hedge Fund Activity: Q1 2024 in Review
66 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q1 2024, worth a combined $168M — up 34% from $125M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new WTV positions and 5 closed out — a net gain of 9 holders — while 25 added to existing stakes and 15 trimmed.
The largest buyer was Legacy Financial Advisors, opening a new position worth an estimated $13.3M. The largest seller was Morgan Stanley, cutting an estimated $5.75M.
- 66 institutional investors held WisdomTree US Value Fund (WTV) as of Q1 2024, up from 59 in Q4 2023.
- Funds reported $168M of WisdomTree US Value Fund stock for Q1 2024, up 34% quarter-over-quarter.
- 14 funds opened new WisdomTree US Value Fund positions in Q1 2024 and 5 closed out, a net change of +9 holders.
- The largest WisdomTree US Value Fund buyer in Q1 2024 was Legacy Financial Advisors, an estimated $13.3M added.
- The largest WisdomTree US Value Fund seller in Q1 2024 was Morgan Stanley, an estimated $5.75M sold.
Based on aggregated 13F filings for Q1 2024.