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 154 institutions that hold shares in the stock, with a total of 9.53 Million shares, which have been reported (via 13F filing form) to have a value of $841 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
33,083
shares
|
$2.92 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
30,645
shares
|
$2.7 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
30,118
shares
|
$2.65 Million
0.21% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
29,314
shares
|
$2.58 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
27,489
shares
|
$2.42 Million
0.09% of portfolio
|
Q1 2025
Added 65.35%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
25,924
shares
|
$2.29 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
23,784
shares
|
$2.1 Million
1.21% of portfolio
|
Q1 2025
Reduced 75.71%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
23,157
shares
|
$2.04 Million
0.02% of portfolio
|
Q1 2025
Added 28.81%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
20,713
shares
|
$1.83 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
15,967
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
14,717
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
Added 2441.8%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
12,221
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Reduced 44.03%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,090
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
11,964
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
11,735
shares
|
$1.03 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
10,788
shares
|
$950,962
0.17% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,651
shares
|
$938,885
0.0% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
10,080
shares
|
$888,552
0.06% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
9,521
shares
|
$839,276
0.08% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,106
shares
|
$802,693
0.05% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
9,048
shares
|
$797,581
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
9,030
shares
|
$795,994
0.01% of portfolio
|
Q1 2025
Added 124.24%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
8,521
shares
|
$751,126
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
7,663
shares
|
$675,493
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,022
shares
|
$618,989
0.0% of portfolio
|
Q1 2025
New holding
|