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 73 institutions that hold shares in the stock, with a total of 2.76 Million shares, which have been reported (via 13F filing form) to have a value of $220 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
496,639
shares
|
$39.7 Million
0.02% of portfolio
|
Q2 2024
Added 24.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
239,821
shares
|
$19.2 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
210,497
shares
|
$16.8 Million
3.04% of portfolio
|
Q2 2024
Added 11.12%
|
|
|
Prism Advisors, Inc.
|
Jul 10, 2024 Q2 2024 |
197,854
shares
|
$15.8 Million
4.4% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
185,964
shares
|
$14.9 Million
2.77% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
126,455
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2024
Added 16.81%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
110,966
shares
|
$8.86 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Aug 13, 2024 Q2 2024 |
95,518
shares
|
$7.63 Million
4.48% of portfolio
|
Q2 2024
Added 4.9%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
94,419
shares
|
$7.54 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
86,968
shares
|
$6.95 Million
0.0% of portfolio
|
Q2 2024
Added 138.03%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
84,848
shares
|
$6.78 Million
0.04% of portfolio
|
Q2 2024
Added 64.23%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Jul 31, 2024 Q2 2024 |
70,216
shares
|
$5.61 Million
2.99% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
68,059
shares
|
$5.44 Million
0.05% of portfolio
|
Q2 2024
Added 34.31%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
67,163
shares
|
$5.36 Million
0.01% of portfolio
|
Q2 2024
Added 10.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
60,334
shares
|
$4.82 Million
0.02% of portfolio
|
Q2 2024
Reduced 12.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
55,520
shares
|
$4.43 Million
0.01% of portfolio
|
Q2 2024
Added 12.37%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
52,112
shares
|
$4.16 Million
0.17% of portfolio
|
Q3 2022
Reduced 0.02%
|
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
51,992
shares
|
$4.15 Million
0.43% of portfolio
|
Q2 2024
Added 3.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
44,820
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
43,754
shares
|
$3.49 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
41,716
shares
|
$3.33 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
29,566
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2024
Added 17.45%
|
|
|
Fifth Third Securities, Inc.
|
Jul 15, 2024 Q2 2024 |
24,443
shares
|
$1.95 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
22,047
shares
|
$1.76 Million
0.02% of portfolio
|
Q2 2024
Added 51.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
17,815
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2024
Reduced 27.92%
|