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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
6,086
shares
|
$526,256
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
6,000
shares
|
$518,820
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,512
shares
|
$476,622
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
5,434
shares
|
$469,877
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
5,184
shares
|
$448,260
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
5,109
shares
|
$441,775
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
5,037
shares
|
$435,549
0.35% of portfolio
|
Q4 2024
Added 37.02%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
4,885
shares
|
$422,405
0.02% of portfolio
|
Q1 2024
Reduced 27.2%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
4,600
shares
|
$397,762
0.13% of portfolio
|
Q1 2024
Added 2.22%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
4,498
shares
|
$388,942
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
4,287
shares
|
$370,696
0.01% of portfolio
|
Q4 2024
Added 43.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,109
shares
|
$355,305
0.01% of portfolio
|
Q4 2024
Added 97.07%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,027
shares
|
$348,214
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,971
shares
|
$343,372
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
3,827
shares
|
$330,920
0.02% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
3,800
shares
|
$328,586
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,775
shares
|
$326,424
0.03% of portfolio
|
Q4 2024
Added 82.81%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,774
shares
|
$326,337
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
3,769
shares
|
$325,905
0.01% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,703
shares
|
$320,198
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,359
shares
|
$290,452
0.0% of portfolio
|
Q4 2024
Added 2216.55%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
3,309
shares
|
$286,129
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,237
shares
|
$279,903
0.0% of portfolio
|
Q4 2024
Added 1398.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
3,160
shares
|
$273,245
0.0% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
2,961
shares
|
$256,037
0.0% of portfolio
|
Q4 2024
New holding
|