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 |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
6,181
shares
|
$564,387
0.04% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
6,015
shares
|
$549,229
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,985
shares
|
$546,490
0.03% of portfolio
|
Q2 2025
Added 112.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
5,796
shares
|
$529,232
0.0% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
5,785
shares
|
$528,228
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
5,647
shares
|
$515,627
0.14% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
5,423
shares
|
$495,174
0.0% of portfolio
|
Q2 2025
Added 20.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,422
shares
|
$495,082
0.01% of portfolio
|
Q2 2025
Added 31.95%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
5,408
shares
|
$493,804
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,391
shares
|
$492,252
0.0% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
5,243
shares
|
$478,738
0.01% of portfolio
|
Q2 2025
Added 36.64%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
4,900
shares
|
$447,419
0.15% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
4,885
shares
|
$446,049
0.02% of portfolio
|
Q1 2024
Reduced 27.2%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
4,631
shares
|
$422,856
0.35% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,594
shares
|
$419,478
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
4,504
shares
|
$411,260
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
4,476
shares
|
$408,703
0.09% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,359
shares
|
$398,020
0.0% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
4,005
shares
|
$365,696
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,971
shares
|
$362,592
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
3,920
shares
|
$357,935
0.18% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
3,918
shares
|
$357,752
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
3,902
shares
|
$356,291
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
3,876
shares
|
$353,917
0.0% of portfolio
|
Q2 2025
Reduced 88.34%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,774
shares
|
$344,603
0.0% of portfolio
|
Q3 2023
New holding
|