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WisdomTree US Value Fund
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Overview Fund Activity

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
Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
10
Increased
25
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modern Wealth Management
Kansas
+$5.51M
2
LPL Financial
LPL Financial
California
+$4.81M
3
PA
Prism Advisors
California
+$4.4M
4
RJA
Raymond James & Associates
Florida
+$2.27M
5
WWM
Western Wealth Management
Colorado
+$1.08M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.85M
2
KA
Kovack Advisors
Florida
-$3.79M
3
KAS
Kestra Advisory Services
Texas
-$1.67M
4
Citadel Advisors
Citadel Advisors
Florida
-$422K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$276K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$44.5M +$4.81M +60,155 +12%
PA
2
Prism Advisors
California
$20.2M +$4.4M +54,967 +28%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$19.4M +$262K +3,276 +1%
LFA
4
Legacy Financial Advisors
Kentucky
$17.4M +$566K +7,073 +3%
Morgan Stanley
5
Morgan Stanley
New York
$10.2M +$57K +713 +0.6%
TFG
6
Team Financial Group
California
$7.84M +$200K +2,500 +3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$7.43M -$123K -1,532 -2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$7.25M +$292K +3,648 +4%
AWM
9
AE Wealth Management
Kansas
$5.72M +$270K +3,380 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.71M +$334K +4,175 +6%
MWM
11
Modern Wealth Management
Kansas
$5.51M +$5.51M +68,827 New
LGW
12
Leslie Global Wealth
Illinois
$5.36M -$261K -3,257 -5%
KAS
13
Kestra Advisory Services
Texas
$5.11M -$1.67M -20,935 -25%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.03M -$3.85M -48,066 -43%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.92M +$477K +5,959 +11%
RJA
16
Raymond James & Associates
Florida
$4.64M +$2.27M +28,407 +96%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.55M -$276K -3,452 -6%
Corient Private Wealth
18
Corient Private Wealth
Florida
$3.58M -$2.88K -36 -0.1%
Stifel Financial
19
Stifel Financial
Missouri
$3.52M +$180K +2,249 +5%
BCI
20
Brinker Capital Investments
Pennsylvania
$3.32M -$182K -2,272 -5%
OPS
21
Orion Portfolio Solutions
Nebraska
$3.32M -$182K -2,272 -5%
FHA
22
Flagship Harbor Advisors
Massachusetts
$2.19M +$2.19M +27,429 New
FTS
23
Fifth Third Securities
Ohio
$1.84M -$118K -1,469 -6%
EH
24
Equitable Holdings
New York
$1.78M +$12.4K +155 +0.7%
SWP
25
Stratos Wealth Partners
Ohio
$1.44M +$227K +2,842 +19%
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