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 |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
12,128
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2025
Added 194.01%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
11,964
shares
|
$1.09 Million
0.08% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
11,833
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Added 94.43%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
11,294
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 149.37%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
11,220
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
11,135
shares
|
$1.02 Million
0.16% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
10,656
shares
|
$972,999
0.06% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,326
shares
|
$942,867
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,297
shares
|
$940,219
0.05% of portfolio
|
Q2 2025
Added 34.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,084
shares
|
$920,770
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
9,950
shares
|
$908,534
0.44% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
9,510
shares
|
$868,358
0.07% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
8,916
shares
|
$814,119
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
8,743
shares
|
$798,323
0.01% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
8,696
shares
|
$794,031
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
8,600
shares
|
$785,266
0.06% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
8,200
shares
|
$748,742
0.05% of portfolio
|
Q3 2025
Added 37.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
7,786
shares
|
$710,939
0.0% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
7,263
shares
|
$663,184
0.01% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
7,244
shares
|
$661,449
0.01% of portfolio
|
Q3 2025
Added 76.55%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
7,201
shares
|
$657,523
0.24% of portfolio
|
Q2 2025
Added 66.11%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,940
shares
|
$633,691
0.05% of portfolio
|
Q2 2022
Reduced 0.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
6,330
shares
|
$577,992
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
6,293
shares
|
$574,613
0.43% of portfolio
|
Q2 2025
Added 21.75%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
6,280
shares
|
$573,426
0.1% of portfolio
|
Q2 2025
Added 35.49%
|