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 191 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,294,871
shares
|
$208 Million
0.07% of portfolio
|
Q3 2025
Added 14.32%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,892,154
shares
|
$171 Million
0.05% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,403,033
shares
|
$127 Million
0.04% of portfolio
|
Q3 2025
Added 22.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,237,717
shares
|
$112 Million
0.17% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,157,184
shares
|
$105 Million
0.12% of portfolio
|
Q3 2025
Added 73.69%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,112,973
shares
|
$101 Million
13.21% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
919,720
shares
|
$83.2 Million
0.01% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
326,745
shares
|
$29.6 Million
0.02% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
312,729
shares
|
$28.3 Million
0.09% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
305,844
shares
|
$27.7 Million
0.03% of portfolio
|
Q3 2025
Added 72.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
243,097
shares
|
$22 Million
0.03% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
233,239
shares
|
$21.1 Million
0.06% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
229,510
shares
|
$20.8 Million
2.56% of portfolio
|
Q3 2025
Added 30.96%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
223,859
shares
|
$20.2 Million
3.38% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
221,283
shares
|
$20 Million
11.93% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
208,086
shares
|
$18.8 Million
5.57% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
205,761
shares
|
$18.6 Million
0.02% of portfolio
|
Q3 2025
Added 56.94%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
197,647
shares
|
$17.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
191,432
shares
|
$17.3 Million
0.22% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
186,439
shares
|
$16.9 Million
3.82% of portfolio
|
Q3 2025
Reduced 18.23%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
185,964
shares
|
$16.8 Million
2.77% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
181,823
shares
|
$16.4 Million
0.02% of portfolio
|
Q3 2025
Added 84.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
160,433
shares
|
$14.5 Million
0.46% of portfolio
|
Q3 2025
Added 34.07%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
151,317
shares
|
$13.7 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
137,067
shares
|
$12.4 Million
0.59% of portfolio
|
Q2 2024
Reduced 83.61%
|
|