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 |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
4,476
shares
|
$394,559
0.09% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,359
shares
|
$384,245
0.0% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
4,335
shares
|
$382,130
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,117
shares
|
$362,913
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,109
shares
|
$362,208
0.01% of portfolio
|
Q4 2024
Added 97.07%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
4,090
shares
|
$360,533
0.29% of portfolio
|
Q2 2025
Reduced 21.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,971
shares
|
$350,043
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
3,918
shares
|
$345,371
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
3,837
shares
|
$338,231
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,836
shares
|
$338,143
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
3,819
shares
|
$336,644
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,774
shares
|
$332,678
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
3,734
shares
|
$329,152
0.11% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
3,732
shares
|
$328,975
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
3,602
shares
|
$317,516
0.02% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
3,462
shares
|
$305,175
0.04% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,370
shares
|
$297,065
0.03% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
3,305
shares
|
$291,335
0.05% of portfolio
|
Q1 2025
Reduced 99.01%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,209
shares
|
$282,873
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,075
shares
|
$271,061
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
3,014
shares
|
$265,684
0.07% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
2,930
shares
|
$258,279
0.02% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,882
shares
|
$254,048
0.0% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
2,819
shares
|
$248,494
0.21% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
2,685
shares
|
$236,682
0.02% of portfolio
|
Q4 2024
Added 0.15%
|