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WisdomTree US Value Fund
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Overview Fund Activity

69 hedge funds and large institutions have $200M invested in WisdomTree US Value Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
21
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
Prism Advisors
California
+$14.4M
2
LPL Financial
LPL Financial
California
+$7.15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.68M
4
BCI
Brinker Capital Investments
Pennsylvania
+$3.19M
5
OPS
Orion Portfolio Solutions
Nebraska
+$3.19M

Top Sellers

1
RW
RVW Wealth
California
-$1.25M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.06M
3
MAV
Mason & Associates (Virginia)
Virginia
-$788K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$636K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$560K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$36.2M +$7.15M +97,936 +25%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17.5M -$34.3K -470 -0.2%
LFA
3
Legacy Financial Advisors
Kentucky
$15.4M +$1.54M +21,057 +11%
PA
4
Prism Advisors
California
$14.4M +$14.4M +197,854 New
PWS
5
Private Wealth Strategies
Ohio
$13.6M +$244K +3,349 +2%
Morgan Stanley
6
Morgan Stanley
New York
$9.23M +$868K +11,896 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.1M -$331K -4,529 -4%
TFG
8
Team Financial Group
California
$6.97M +$326K +4,465 +5%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$6.89M -$560K -7,674 -8%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$6.35M +$3.68M +50,432 +138%
KAS
11
Kestra Advisory Services
Texas
$6.19M +$2.42M +33,184 +64%
LGW
12
Leslie Global Wealth
Illinois
$5.13M +$5.13M +70,216 New
AWM
13
AE Wealth Management
Kansas
$4.97M +$1.27M +17,387 +34%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.9M +$450K +6,171 +10%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.4M -$636K -8,714 -13%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.05M +$446K +6,113 +12%
KA
17
Kovack Advisors
Florida
$3.79M +$112K +1,531 +3%
Corient Private Wealth
18
Corient Private Wealth
Florida
$3.27M -$2.41K -33 -0.1%
BCI
19
Brinker Capital Investments
Pennsylvania
$3.19M +$3.19M +43,754 New
OPS
20
Orion Portfolio Solutions
Nebraska
$3.19M +$3.19M +43,754 New
Stifel Financial
21
Stifel Financial
Missouri
$3.04M -$159K -2,172 -5%
RJA
22
Raymond James & Associates
Florida
$2.16M +$321K +4,392 +17%
FTS
23
Fifth Third Securities
Ohio
$1.78M +$1.78M +24,443 New
EH
24
Equitable Holdings
New York
$1.61M +$546K +7,482 +51%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.3M -$504K -6,901 -28%
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