Institutional Ownership Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,007,413
shares
|
$183 Million
0.06% of portfolio
|
Q2 2025
Added 37.52%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,780,632
shares
|
$163 Million
0.05% of portfolio
|
Q2 2025
Added 1256.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,205,060
shares
|
$110 Million
0.2% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,144,700
shares
|
$105 Million
0.04% of portfolio
|
Q2 2025
Added 65.2%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,112,973
shares
|
$102 Million
13.21% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
876,853
shares
|
$80.1 Million
0.01% of portfolio
|
Q2 2025
Added 20.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
666,243
shares
|
$60.8 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
310,304
shares
|
$28.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
307,697
shares
|
$28.1 Million
0.02% of portfolio
|
Q2 2025
Added 246.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
243,097
shares
|
$22.2 Million
0.03% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
227,996
shares
|
$20.8 Million
4.05% of portfolio
|
Q2 2025
Added 38.05%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
223,687
shares
|
$20.4 Million
12.36% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
222,048
shares
|
$20.3 Million
3.64% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
216,414
shares
|
$19.8 Million
0.06% of portfolio
|
Q2 2025
Added 25.71%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
214,975
shares
|
$19.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
208,086
shares
|
$19 Million
5.57% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
185,964
shares
|
$17 Million
2.77% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
181,823
shares
|
$16.6 Million
0.02% of portfolio
|
Q3 2025
Added 84.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
177,099
shares
|
$16.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 45.81%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
175,971
shares
|
$16.1 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
175,247
shares
|
$16 Million
2.21% of portfolio
|
Q2 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
151,317
shares
|
$13.8 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
135,350
shares
|
$12.4 Million
1.25% of portfolio
|
Q3 2025
Added 14.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
132,039
shares
|
$12.1 Million
0.05% of portfolio
|
Q2 2025
Added 4193.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
131,104
shares
|
$12 Million
0.02% of portfolio
|
Q2 2025
Added 28.2%
|