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 9 funds opening new positions, 26 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: →
3.86% less ownership
Funds ownership: 64.1% → 60.24% (-3.9%)
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 |