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WisdomTree US Value Fund
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
25
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFA
Legacy Financial Advisors
Kentucky
+$14.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.01M
3
LPL Financial
LPL Financial
California
+$5.33M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.27M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.17M
2
CCM
Carlson Capital Management
Minnesota
-$5.36M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$944K
4
Osaic Holdings
Osaic Holdings
Arizona
-$514K
5
PA
Prism Advisors
California
-$289K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$30.1M +$5.33M +70,538 +21%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$18.2M +$37.8K +500 +0.2%
LFA
3
Legacy Financial Advisors
Kentucky
$14.3M +$14.3M +189,440 New
PWS
4
Private Wealth Strategies
Ohio
$13.8M +$104K +1,373 +0.8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.73M +$8.01M +105,922 +1,106%
Morgan Stanley
6
Morgan Stanley
New York
$8.66M -$6.17M -81,579 -42%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$7.72M -$142K -1,880 -2%
TFG
8
Team Financial Group
California
$6.88M +$151K +1,991 +2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.22M +$669K +8,846 +15%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.61M +$912K +12,065 +25%
KAS
11
Kestra Advisory Services
Texas
$3.91M +$1.9M +25,080 +94%
AWM
12
AE Wealth Management
Kansas
$3.83M +$1.06M +13,988 +38%
KA
13
Kovack Advisors
Florida
$3.82M +$17.5K +232 +0.5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.74M +$3.27M +43,253 +703%
Corient Private Wealth
15
Corient Private Wealth
Florida
$3.39M -$23.4K -310 -0.7%
Stifel Financial
16
Stifel Financial
Missouri
$3.32M +$41.1K +543 +1%
CAN
17
Cetera Advisor Networks
California
$3M +$296K +3,913 +11%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$2.76M +$2.34M +30,900 +548%
RW
19
RVW Wealth
California
$2.04M -$20.9K -276 -1%
RJA
20
Raymond James & Associates
Florida
$1.9M -$2.57K -34 -0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.87M -$514K -6,797 -22%
FAIM
22
Financial Advocates Investment Management
Washington
$1.24M +$1.24M +18,677 New
SWP
23
Stratos Wealth Partners
Ohio
$1.1M +$529 +7 +0%
EH
24
Equitable Holdings
New York
$1.1M +$42.8K +566 +4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.06M -$944K -12,489 -47%
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