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 103 institutions that hold shares in the stock, with a total of 4.58 Million shares, which have been reported (via 13F filing form) to have a value of $396 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
50,084
shares
|
$4.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
45,820
shares
|
$3.96 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
45,381
shares
|
$3.92 Million
0.04% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
43,698
shares
|
$3.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
34,623
shares
|
$2.99 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
32,195
shares
|
$2.78 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
31,252
shares
|
$2.7 Million
2.38% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
22,836
shares
|
$1.97 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
19,851
shares
|
$1.72 Million
0.02% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
18,135
shares
|
$1.57 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
17,978
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.03%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
16,625
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
16,299
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
16,269
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
13,740
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 17.34%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,523
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
11,115
shares
|
$961,114
0.05% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
10,874
shares
|
$940,274
0.54% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
10,026
shares
|
$866,948
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
9,582
shares
|
$828,555
0.08% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
9,182
shares
|
$793,967
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
8,981
shares
|
$776,587
0.06% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,940
shares
|
$600,101
0.05% of portfolio
|
Q2 2022
Reduced 0.72%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
6,270
shares
|
$542,166
0.01% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
6,181
shares
|
$534,471
0.04% of portfolio
|
Q4 2024
Reduced 2.15%
|