WisdomTree US Value Fund
70 hedge funds and large institutions have $201M invested in WisdomTree US Value Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
6% more funds holding
Funds holding: 66 → 70 (+4)
3.26% more ownership
Funds ownership: 60.85% → 64.1% (+3.3%)
Holders
70
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$14.4M | |
| 2 | +$7.15M | |
| 3 | +$3.68M | |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.19M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$3.19M |
Top Sellers
| 1 | -$1.25M | |
| 2 | -$1.06M | |
| 3 | -$788K | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$636K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$560K |