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 172 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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
45,368
shares
|
$4.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
43,853
shares
|
$4 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
41,436
shares
|
$3.78 Million
1.2% of portfolio
|
Q2 2025
Added 253.1%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
36,758
shares
|
$3.36 Million
0.17% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
36,041
shares
|
$3.29 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
35,876
shares
|
$3.28 Million
1.4% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
35,043
shares
|
$3.2 Million
2.5% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
34,244
shares
|
$3.13 Million
0.28% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
33,732
shares
|
$3.08 Million
0.03% of portfolio
|
Q2 2025
Added 45.67%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
30,554
shares
|
$2.79 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
30,118
shares
|
$2.75 Million
0.21% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
28,800
shares
|
$2.63 Million
0.94% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
28,136
shares
|
$2.57 Million
1.67% of portfolio
|
Q3 2025
Added 35.84%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
26,430
shares
|
$2.41 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
25,924
shares
|
$2.37 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
25,351
shares
|
$2.31 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
19,867
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Added 300.54%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
18,238
shares
|
$1.67 Million
0.63% of portfolio
|
Q2 2025
Reduced 80.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
15,881
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
14,785
shares
|
$1.35 Million
1.44% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
14,554
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
14,142
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2025
Added 155.82%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
13,694
shares
|
$1.25 Million
0.61% of portfolio
|
Q2 2025
Reduced 42.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
13,556
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
12,736
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 181.65%
|