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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
358
shares
|
$32,688
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
347
shares
|
$31,684
0.0% of portfolio
|
Q2 2025
Added 38.8%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
288
shares
|
$26,297
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
272
shares
|
$24,836
0.0% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
252
shares
|
$23,010
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
244
shares
|
$22,279
0.0% of portfolio
|
Q2 2025
Added 69.44%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
220
shares
|
$20,088
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
200
shares
|
$18,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
194
shares
|
$17,714
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
164
shares
|
$14,974
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
138
shares
|
$12,600
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
134
shares
|
$12,235
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
130
shares
|
$11,870
0.0% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
127
shares
|
$11,596
0.0% of portfolio
|
Q2 2025
Reduced 96.04%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
123
shares
|
$11,231
0.0% of portfolio
|
Q2 2024
Reduced 77.31%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
106
shares
|
$9,678
0.01% of portfolio
|
Q2 2025
Added 21.84%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
81
shares
|
$7,396
0.0% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
70
shares
|
$6,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
42
shares
|
$3,835
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
26
shares
|
$2,374
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
22
shares
|
$2,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|