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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
39% more funds holding
Funds holding: 72 → 100 (+28)
13.13% more ownership
Funds ownership: 60.24% → 73.38% (+13%)
Holders
100
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$27.8M | |
| 2 | +$22.8M | |
| 3 | +$15M | |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$5.52M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$5.48M |
Top Sellers
| 1 | -$3.58M | |
| 2 | -$1.08M | |
| 3 | -$1.07M | |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$779K |
| 5 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$554K |