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WisdomTree US Value Fund
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Overview Fund Activity

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
Holders
135
Holders Change
+35
Holders Change %
+35%
% of All Funds
1.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
46
Increased
50
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$51.8M
2
Morgan Stanley
Morgan Stanley
New York
+$44.8M
3
Raymond James Financial
Raymond James Financial
Florida
+$29.3M
4
Stifel Financial
Stifel Financial
Missouri
+$23.3M
5
SL
Systelligence LLC
Minnesota
+$13.6M

Top Sellers

1
HWM
Horizon Wealth Management
Illinois
-$27.1M
2
SWIA
Solano Wealth Investment Advisors
California
-$6.09M
3
PA
Prism Advisors
California
-$1.18M
4
TWP
Tempus Wealth Planning
California
-$1.15M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$120M +$51.8M +630,123 +76%
Morgan Stanley
2
Morgan Stanley
New York
$59.8M +$44.8M +544,939 +298%
Raymond James Financial
3
Raymond James Financial
Florida
$56.9M +$29.3M +356,399 +106%
Stifel Financial
4
Stifel Financial
Missouri
$26.9M +$23.3M +283,110 +648%
Lido Advisors
5
Lido Advisors
California
$26.6M +$11.8M +143,267 +80%
PA
6
Prism Advisors
California
$20.8M -$1.18M -14,414 -5%
KAS
7
Kestra Advisory Services
Texas
$18.8M +$9.58M +116,541 +104%
AFS
8
Anderson Financial Strategies
Ohio
$18.3M +$1.24M +15,099 +7%
LFA
9
Legacy Financial Advisors
Kentucky
$17.9M -$12.7K -154 -0.1%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$14.1M +$8.57M +104,313 +154%
SL
11
Systelligence LLC
Minnesota
$13.6M +$13.6M +165,156 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10.8M +$6.67M +81,172 +162%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$9.96M +$859K +10,448 +9%
AIP
14
Ameritas Investment Partners
Nebraska
$9.18M +$9.18M +111,735 New
FHA
15
Flagship Harbor Advisors
Massachusetts
$8.66M +$1.02M +12,365 +13%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$8.4M +$2.35M +28,593 +39%
MML Investors Services
17
MML Investors Services
Massachusetts
$8.17M +$5.52M +67,217 +209%
TFG
18
Team Financial Group
California
$7.96M -$147K -1,783 -2%
GWM
19
Geneos Wealth Management
Colorado
$7.95M +$7.89M +96,027 +13,245%
RA
20
Ruggaard & Associates
Ohio
$7.42M +$7.42M +90,303 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7.42M -$35.7K -435 -0.5%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$7.31M +$7.03M +85,553 +2,547%
Osaic Holdings
23
Osaic Holdings
Arizona
$7.02M +$5.52M +67,148 +367%
AWM
24
AE Wealth Management
Kansas
$6.72M +$330K +4,016 +5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.47M +$873K +10,626 +16%
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