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 |
|---|---|---|---|---|---|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
3,734
shares
|
$340,951
0.11% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
3,666
shares
|
$334,742
0.14% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
3,342
shares
|
$305,158
0.02% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
3,325
shares
|
$303,605
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
3,291
shares
|
$300,501
0.21% of portfolio
|
Q3 2025
Added 183.95%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
3,124
shares
|
$285,252
0.01% of portfolio
|
Q3 2025
Reduced 37.08%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
3,059
shares
|
$279,317
0.22% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
3,014
shares
|
$275,208
0.07% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
2,930
shares
|
$267,538
0.02% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
2,799
shares
|
$255,576
0.19% of portfolio
|
Q3 2025
Reduced 31.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,798
shares
|
$255,485
0.0% of portfolio
|
Q2 2025
Reduced 73.73%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,734
shares
|
$249,641
0.02% of portfolio
|
Q3 2025
Reduced 26.21%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
2,673
shares
|
$244,071
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
2,630
shares
|
$240,145
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,589
shares
|
$236,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
2,520
shares
|
$230,101
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,485
shares
|
$226,905
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
2,432
shares
|
$222,065
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,706
shares
|
$155,774
0.0% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,164
shares
|
$106,284
0.04% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,010
shares
|
$92,223
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
870
shares
|
$79,439
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
850
shares
|
$77,613
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
785
shares
|
$71,678
0.0% of portfolio
|
Q2 2025
Added 36.05%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
783
shares
|
$71,495
0.0% of portfolio
|
Q2 2025
Added 62.11%
|