WisdomTree US Value Fund
135 hedge funds and large institutions have $625M invested in WisdomTree US Value Fund in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 7 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 funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
9% more capital invested
Capital invested by funds: $573M → $625M (+$51.7M)
2.75% more ownership
Funds ownership: 73.38% → 76.13% (+2.7%)
Holders
135
Holding in Top 10
7
Calls
–
Puts
–
Top Buyers
| 1 | +$51.8M | |
| 2 | +$44.8M | |
| 3 | +$29.3M | |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$23.3M |
| 5 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$13.6M |
Top Sellers
| 1 | -$27.1M | |
| 2 | -$6.09M | |
| 3 | -$1.18M | |
| 4 |
TWP
Tempus Wealth Planning
Irvine,
California
|
-$1.15M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.15M |
