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WisdomTree US Value Fund

100 hedge funds and large institutions have $573M invested in WisdomTree US Value Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+28
Holders Change %
+38.89%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
35
Increased
29
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$211M
LPL Financial
2
LPL Financial
California
$69.3M +$22.8M +272,807 +49%
Raymond James Financial
3
Raymond James Financial
Florida
$28.1M +$28.1M +336,518 New
HWM
4
Horizon Wealth Management
Illinois
$27.8M +$27.8M +332,925 New
PA
5
Prism Advisors
California
$22.4M +$1.24M +14,866 +6%
LFA
6
Legacy Financial Advisors
Kentucky
$18.2M -$9.7K -116 -0.1%
AFS
7
Anderson Financial Strategies
Ohio
$17.3M +$17.3M +207,412 New
Morgan Stanley
8
Morgan Stanley
New York
$15.3M +$4.65M +55,578 +44%
Lido Advisors
9
Lido Advisors
California
$15M +$15M +179,933 New
KAS
10
Kestra Advisory Services
Texas
$9.38M +$4.04M +48,316 +76%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$9.26M +$1.68M +20,157 +22%
TFG
12
Team Financial Group
California
$8.25M +$58.3K +697 +0.7%
SWIA
13
Solano Wealth Investment Advisors
California
$8.18M +$8.18M +97,930 New
FHA
14
Flagship Harbor Advisors
Massachusetts
$7.78M +$5.48M +65,604 +239%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$7.58M -$180K -2,156 -2%
LGW
16
Leslie Global Wealth
Illinois
$6.52M +$922K +11,033 +16%
AWM
17
AE Wealth Management
Kansas
$6.5M +$531K +6,351 +9%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$6.16M +$1.02M +12,196 +20%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.69M -$273K -3,265 -5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.67M +$916K +10,959 +19%
GRP
21
Global Retirement Partners
California
$5.52M +$5.52M +66,071 New
MWM
22
Modern Wealth Management
Kansas
$5.2M -$554K -6,626 -10%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.19M -$1.07M -12,816 -20%
SPIA
24
Steward Partners Investment Advisory
New York
$3.83M +$3.83M +45,820 New
OPS
25
Orion Portfolio Solutions
Nebraska
$3.79M +$326K +3,899 +9%