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 78 institutions that hold shares in the stock, with a total of 2.93 Million shares, which have been reported (via 13F filing form) to have a value of $259 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
556,794
shares
|
$49.3 Million
0.02% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
252,821
shares
|
$22.4 Million
5.83% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
243,097
shares
|
$21.5 Million
0.03% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
217,570
shares
|
$19.3 Million
3.38% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
185,964
shares
|
$16.5 Million
2.77% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
127,168
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
98,018
shares
|
$8.67 Million
4.66% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
92,887
shares
|
$8.22 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
90,616
shares
|
$8.02 Million
0.0% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
71,439
shares
|
$6.32 Million
0.06% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
71,338
shares
|
$6.31 Million
0.01% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
68,966
shares
|
$6.1 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
66,959
shares
|
$5.93 Million
2.6% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
63,913
shares
|
$5.66 Million
0.03% of portfolio
|
Q3 2024
Reduced 24.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
62,900
shares
|
$5.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
61,479
shares
|
$5.44 Million
0.01% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,973
shares
|
$5.13 Million
0.0% of portfolio
|
Q3 2024
Added 96.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
56,882
shares
|
$5.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
52,112
shares
|
$4.61 Million
0.17% of portfolio
|
Q3 2022
Reduced 0.02%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
44,784
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
43,965
shares
|
$3.89 Million
0.0% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
41,482
shares
|
$3.67 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
27,429
shares
|
$2.43 Million
0.13% of portfolio
|
Q3 2024
Added 365.06%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
22,974
shares
|
$2.03 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,202
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Added 0.7%
|