WisdomTree US Value Fund
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
12% more funds holding
Funds holding: 59 → 66 (+7)
1.9% less ownership
Funds ownership: 62.74% → 60.85% (-1.9%)
Holders
66
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$14.3M | |
| 2 | +$8.01M | |
| 3 | +$5.33M | |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.27M |
| 5 |
JPMorgan Chase & Co
New York
|
+$2.34M |
Top Sellers
| 1 | -$6.17M | |
| 2 | -$5.36M | |
| 3 | -$944K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$514K |
| 5 |
PA
Prism Advisors
Studio City,
California
|
-$289K |