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 191 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
51,818
shares
|
$4.69 Million
0.23% of portfolio
|
Q3 2025
Added 40.97%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
50,838
shares
|
$4.6 Million
0.01% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
49,841
shares
|
$4.51 Million
0.28% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
48,971
shares
|
$4.43 Million
0.12% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
47,323
shares
|
$4.28 Million
0.03% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
45,368
shares
|
$4.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
43,986
shares
|
$3.98 Million
0.03% of portfolio
|
Q3 2025
Added 30.4%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
39,003
shares
|
$3.53 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
37,369
shares
|
$3.38 Million
0.04% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
36,116
shares
|
$3.27 Million
2.5% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
35,876
shares
|
$3.24 Million
1.4% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
34,577
shares
|
$3.13 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
34,244
shares
|
$3.1 Million
0.28% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
33,829
shares
|
$3.06 Million
0.25% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
30,554
shares
|
$2.76 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
28,800
shares
|
$2.6 Million
0.94% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
28,785
shares
|
$2.6 Million
0.07% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
28,136
shares
|
$2.54 Million
1.67% of portfolio
|
Q3 2025
Added 35.84%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
25,924
shares
|
$2.34 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
25,685
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
25,351
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
22,413
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
20,415
shares
|
$1.85 Million
0.1% of portfolio
|
Q3 2025
Added 98.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
19,952
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Added 97.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
19,866
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Added 610.01%
|
|