WisdomTree US Value Fund
72 hedge funds and large institutions have $217M invested in WisdomTree US Value Fund in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 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 capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
3.34% less ownership
Funds ownership: 63.58% → 60.24% (-3.3%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
72
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$5.51M | |
| 2 | +$4.81M | |
| 3 | +$4.4M | |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.27M |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$1.08M |
Top Sellers
| 1 | -$3.85M | |
| 2 | -$3.79M | |
| 3 | -$1.67M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$422K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$276K |