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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
129,687
shares
|
$11.8 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
129,226
shares
|
$11.8 Million
0.57% of portfolio
|
Q2 2025
Added 22.61%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
122,290
shares
|
$11.2 Million
0.48% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
121,221
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
120,146
shares
|
$11 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
119,664
shares
|
$10.9 Million
0.34% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
103,378
shares
|
$9.44 Million
4.36% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
84,886
shares
|
$7.75 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
84,782
shares
|
$7.74 Million
0.06% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
84,750
shares
|
$7.74 Million
0.18% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
84,648
shares
|
$7.73 Million
2.94% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
83,835
shares
|
$7.65 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
83,036
shares
|
$7.58 Million
1.85% of portfolio
|
Q2 2025
Added 91.02%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
74,191
shares
|
$6.77 Million
0.04% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
72,940
shares
|
$6.66 Million
3.11% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
70,634
shares
|
$6.45 Million
3.28% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
66,046
shares
|
$6.03 Million
0.11% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
65,876
shares
|
$6.02 Million
0.15% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
64,246
shares
|
$5.87 Million
0.05% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
59,008
shares
|
$5.39 Million
1.89% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,973
shares
|
$5.29 Million
0.0% of portfolio
|
Q3 2024
Added 96.08%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
52,112
shares
|
$4.76 Million
0.17% of portfolio
|
Q3 2022
Reduced 0.02%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
48,971
shares
|
$4.47 Million
0.12% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
47,958
shares
|
$4.38 Million
0.36% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
47,103
shares
|
$4.3 Million
0.01% of portfolio
|
Q2 2025
New holding
|